Import Historical Hours from a .CSV File

To import historical (actual) hours for employees into Deltek CRM from a .CSV (comma-separated values) file, click Historical Hours on the Imports tab in the Integrations & Imports area of the Configuration workspace.

Deltek CRM uses the historical hours to provide comparisons of planned hours to actual hours and to calculate job-to-date (JTD) and estimate-at-completion (EAC) values. (Historical hours are generally referred to as JTD hours elsewhere in the Deltek CRM help.

The option to import historical hours is only available if you activated the Resource Planning module.

Prerequisites:
  • Before you start this procedure, you must generate a .CSV file containing the historical hours that you want to import. A common practice is to download hours records to Microsoft® Excel® and save the spreadsheet as a .CSV file.
  • Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import process using a different device, such as a laptop or an Android tablet. If you are using an iOS device, the import option is disabled on the Imports tab in the Integrations & Imports area.
To import historical hours into Deltek CRM from a .CSV file, complete the following steps:
  1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the Integrations & Imports area.
  2. Click the Imports tab.
  3. Click Historical Hours.
  4. On the Import Historical Hours From CSV dialog box, click Browse, navigate to and select the .CSV file, and click Open.
  5. Click Next. The Import Historical Hours From CSV dialog box displays a list of fields from your .CSV file and a default mapping to historical hours fields in Deltek CRM. If Do not import displays in DELTEK FIELD, Deltek CRM was unable to determine how to map that .CSV field.
  6. Review the default field mappings to verify that all fields in the .CSV file are mapped to the correct field in Deltek CRM. If a default mapping is incorrect, click in DELTEK FIELD on that grid row and select the correct field. If Do not import displays in DELTEK FIELD and you want to import the data in that .CSV field, click in DELTEK FIELD and select the correct field. If the .CSV file contains fields that you do not want to import into Deltek CRM, make sure that DELTEK FIELD contains Do not import for those fields. The import process only imports data from fields that you map to a Deltek field.
  7. To start the import process, click Import.

    The import process adds a historical hours record in Deltek CRM for each valid record in the .CSV file. Depending on the number of records to be imported, the import process can take a while. You can continue working in Deltek CRM while you wait for it to finish.

  8. After all historical hours have been imported, a message displays the latest transaction date in Deltek CRM and asks if you want to use that date as the JTD date.

    The JTD date is the cutoff date for calculating job-to-date hours and amounts, which in turn are used to calculate estimate-to complete (ETC) and estimate-at-completion (EAC) hours and amounts.

    Do one of the following:

    • If the displayed date is the JTD date you want, click Keep JTD Date.
    • If you want to use a different JTD date, click Change JTD Date. In the dialog box that displays, enter or select the JTD date.
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