Import Timesheets
Use the Import Timesheets screen to import timesheet information from an ASCII file.
You can view and edit the transactions loaded through this preprocessor on the Manage Timesheets or Manage Correcting Timesheets screens. You can also review these transactions on the Print Timesheet Information Report by Employee or Print Timesheet Information Report by Account functions.
Do not select any of the Auto Adjust check boxes until you are ready to perform the final upload for a timesheet period. Timesheets must remain unposted until all timesheets are complete. Until you perform the final upload, each upload adds new lines to existing, unposted timesheets, providing a better audit trail.
When you perform the final upload with an Auto Adjust check box selected, the application includes all existing timesheet lines from the timesheets that were previously uploaded, and any new lines.
You can also use the Auto-Adjust Timesheets screen to auto-adjust the uploaded timesheets.
If the timesheets are posted prematurely, the application adds the new lines to a new, unposted timesheet, which is created using the next available sequence number.
This is a separately licensed product for the current release of Costpoint.
There are two ways to work with input files in Costpoint:
- You can access the input file from the network by using Alternate File Locations.
- You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.
If you decide to use the first option, click
in the
File Location field to select an alternate file location. If you choose the second option, leave the
File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.
Only one user at a time can run this application.
After you upload a file, it is renamed with an extension of ".ZZZ". If a file with the same name and extension already exists, it is overwritten. This helps prevent uploading the same file twice.
Input File Excel Template
Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.