Import Historical Hours from CSV Dialog Box

Use the Import Historical Hours From CSV dialog box to map the fields in your .CSV file to the corresponding fields in Deltek CRM and to run the process to import historical (actual) hours from the .CSV file.

Location

To display the Import Historical Hours from CSV dialog box, 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.

Contents

The Import Historical Hours from CSV dialog box first prompts you to select your .CSV file.

Field	Description
BROWSE	Click BROWSE, navigate to and select the .CSV file, and click Open.
Next	Click Next to go to the next step in preparing for the import process.

After you select the .CSV file and click Next, the Import Historical Hours from CSV dialog box displays a different set of controls so you can map the fields in the .CSV file to Deltek CRM fields and start the import process.

Field	Description
SOURCE FILE FIELD	This column contains the field names from your .CSV file. Deltek CRM assumes that the first row of the .CSV file is a header row and that the values in that row are the field names.
DELTEK FIELD	Use the fields in this column to select the Deltek CRM historical hours field that corresponds to each of the .CSV file fields that you want to import. If the .CSV file contains fields that you do not want to import, select Do not import for those fields. The first time you display this dialog box, it attempts to provide default field mappings based on the field names in your .CSV file and the field names in Deltek CRM. Review those default mappings and change any that are incorrect. Thereafter, your previous field mappings display by default.
SAMPLE VALUE	This column displays the value for each field from the first data row in your .CSV file.
Historical Hours to be imported	This field displays the number of historical hours records that your .CSV file contains.
Import	To start the import process, click this button. The import process adds a historical hours record in Deltek CRM for each valid record in the .CSV file. 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 job-to-date (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.
Cancel	To close the dialog box without running the import process, click this button. If you mapped fields, you will have to do the mapping again if you decide to run the import at a later time.