Time Configuration: Export Options

Use this tab to set up and determine timesheet export requirements. You can specify those UDT codes that should not be exported by including them in the Export Filter table and determine the file layouts for labor distribution and payroll.

For more information on exporting time information, refer to Export_Timesheets and to the Time & Expense with ESS Technical Guide.

For Time & Expense with ESS version 7.1.2 and later, the Export Options tab supersedes the ExportTimesheet.properties file. If you are using version 7.1.2 or higher, you must use this tab to configure all of your timesheet export options. When you first open the Export Timesheets screen after upgrading to 7.1.2 or later, Time & Expense with ESS automatically converts the settings in your ExportTimesheet.properties file (if one exists) to settings on the Export Options tab

Export Table

For each UDT you are using, you can indicate in this table if you want to export charges entered for any of the UDT codes. You can also list codes in Export Filter that you do not want to export.

Select the Recast UDT10 check box if you want the option to reassign hours entered for one UDT10 code to another for labor distribution purposes when exporting time to another application.

Filter

If you have a UDT value that you do NOT wish to export, enter that value in the appropriate UDT cell to remove it from those timesheets that contain it.

If you have a range of UDTs that should not be exported, you can use a wildcard character to remove values that start or end with a specific character or characters. Enter a “%” after the characters to remove any UDT that starts with those characters. Entering the % before the character or characters filters out any UDT that ends with those characters.

Export

Check the Export check box for those UDTs you want to export. If Export is checked, Time & Expense with ESS will export all UDT codes of that type, except for any you specify in Export Filter.

General

Export In-Process Timesheets

To select a value in Export In-Process Timesheets, you must first select either Costpoint 6x or None in ASCII Layout in the Labor Distribution group box.

If you are exporting time to Deltek GCS, this option is not available. If you are exporting time to Costpoint, this option is only available for Costpoint 6.0 and higher.  If you are exporting time to an application other than Costpoint or GCS, you can use this option if you select None in ASCII Layout in the Labor Distribution group box. If you select None, the exported timesheet labor records will not be transformed, but will instead stay in the staging tables.

Select MO Only in Export In-Process Timesheets if you only want to export charges for manufacturing orders that have not yet been signed or approved. Select All Charges if you want to be able to export unsigned or unapproved charges of all types.

This option can speed up the billing process and provide more accurate data for reporting in Costpoint or other target applications.

Timesheets or manufacturing order hour cells that have been included in an in-process export are marked as "Sent." If you need to mark them as "Open" again, use the Change Timesheet Status utility.

Allow Export of Multiple Timesheet Periods

Check Allow Export of Multiple Timesheet Periods if you want to allow the export of timesheets for more than one timesheet period in the same batch. For larger companies, this may reduce processing time.

If you are exporting to GCS Premier, you cannot ex port timesheets for multiple periods in the same batch. Thus, if you select GCS in ASCII Layout in the Labor Distribution group box, this check box is cleared and disabled.

Labor Distribution

ASCII Layout

Select the ASCII layout that should be used for your export file:

During setup, select the value that matches the accounting system used by your company. If you later upgrade from one version to another or change from one product to another, change this selection accordingly.

If you select None, the exported timesheet labor records will not be transformed, but will instead stay in the staging tables. If you select a value other than None, the transformer will create an ASCII file that contains the records for the exported batch.

If you are exporting to GCS Premier, you cannot export timesheets for multiple periods in the same batch. Thus, if you select GCS in ASCII Layout, the Allow Export of Multiple Timesheet Periods check box is cleared and disabled.

If you select any value other than Costpoint 5.1/5.2 or 6x from the ASCII Layout drop-down list, the Export In-Process Timesheets drop-down list is disabled.

Costpoint Salary Proration

This field is only available when the ASCII Layout option is Costpoint 7.x or greater. Select this check box to enable the Salary Proration feature, which enables you to export timesheet data to Costpoint work schedules. You must also select the Export Work Schedules check box in Time ›› Process ››  Export Timesheets.

When Costpoint Salary Proration is selected, the Summarize check box is disabled if the ASCII Layout is set to either Costpoint 6.x or Costpoint 7.x and if the Export In-Process Timesheets option is not selected.  

GCS WBS

This field is only available if ASCII Layout contains GCS. It is used to indicate whether WBS (UDT02) data should be copied to another UDT field. These are your options:

Current GCS user should select Ref 2 - UDT05.

Export Labor Amounts

If Time & Expense with ESS is configured to track Rate 1 information, check Export Labor Amounts  to include the rates in the ETS file.

Summarize

If ASCII Layout contains one of the Costpoint versions, check Summarize if you want to summarize the export data by timesheet line.

If Disabled is not selected from the Export In-Process Timesheets drop-down list and either Costpoint 6.x or Costpoint 7x is selected from the Export ASCII Layout drop-down list, the Summarize check box is automatically unchecked.

The Summarize check box is disabled under the following conditions: ASCII Layout is set to either Costpoint 6.x or Costpoint 7.x, Export In-Process Timesheets is not selected, and Costpoint Salary Proration is selected.  

Recast UDT10

If you are going to export time to another application for labor distribution reporting, select the Recast UDT10 check box if you want the option to "recast" hours entered for one UDT10 code to another UDT10 code.

"Recasting" results in the creation of another export record that is essentially identical to the original export record except that it is associated with a different UDT10 code and labor amounts are recalculated based on the rate and other information associated with that UDT10 code. The UDT10 code to which a record is recast is specified when you set up the original UDT10 code in Time & Expense with ESS.

If the second UDT10 code also has a recast code specified, the export process creates a third record for that code. This process continues until a recast record is created for a UDT10 code that has no recast code.

Using recasting, you can simplify data entry for your employees while still being able to reclassify or subdivide that time for project labor reporting (to break the hours down into regular and overtime, for example).

This option is primarily for those exporting to applications other than Costpoint or GCS. Costpoint and GCS have an equivalent feature built into them.

Payroll

ASCII Layout

If you are exporting your payroll information to ADP, specify the layout of the ACSII file in ASCII Layout in the Payroll group box. These are the options:

ADP Batch

If you export a payroll file to ADP, select the option that your company uses. This selection controls how batch IDs are built for ADP exports. These are the options:

Recast UDT10

If you are going to export time to a payroll application, select the Recast UDT10 check box if you want the option to "recast" hours entered for one UDT10 code to another UDT10 code.

"Recasting" results in the creation of another export record that is essentially identical to the original export record except that it is associated with a different UDT10 code and pay amounts are recalculated based on the rate and other information associated with that UDT10 code. The UDT10 code to which a record is recast is specified when you set up the original UDT10 code in Time & Expense with ESS.

If the second UDT10 code also has a recast code specified, the export process creates a third record for that code. This process continues until a recast record is created for a UDT10 code that has no recast code.

Using recasting, you can simplify data entry for your employees while still being able to reclassify or subdivide that time for payroll processing (to break the hours down into regular and overtime, for example).

This option is primarily for those exporting to applications other than Costpoint or GCS. Costpoint and GCS have an equivalent feature built into them.

 

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