Export Time Sheet Detail Data – By Profit Center
Background
The process below describes how to export time sheet data by profit centre.
The export includes all profit centre time entries the user has security access to, this includes multiple profit centres in the one export. The report includes the profit centre of the user who created the time entry at the time it was made. That is, if a user is assigned to profit centre X at the time of the time sheet entry then that entry is assigned to profit centre X, If the user is reassigned to profit centre Y, the previous entries remain associated with profit centre X.
Process
1) Click Time Material Equipment
2) Under Time Reports click Detail Report By Profit Center
Click on picture to enlarge
3) Choose the export button and select the “xlsx” option to retrieve data in to Excel format.
Click on picture to enlarge
Pre-Requisite Requirements
Licensing – users are to be licensed for the Time Material Equipment module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing
Roles – users are to be assigned a user role for accessing the Assign User Profit Centres menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles
Profit Centre Security – users are to be assigned a profit centre to gain access to the data Assign User Profit Centres menu item. This can be found under Settings – System Security then click Assign User Profit Centres. For more info see Knowledge Base Article -> Assign User Profit Centres
| Field | Example Data | Description |
|---|---|---|
| Week End | Sat, 27 Jan 2018 | The next Saturday of the date the hours were worked. |
| Date | 24 Jan 2018 | The date the hours were worked. |
| Day | Wed | The date the hours were worked displayed as a day |
| OBS Code | AR | ARC | OBS (Organisation Breakdown Structure) code assigned to the project. See Manage Job List menu item. |
| OBS Short Name | Acme | Architecture | OBS (Organisation Breakdown Structure) title assigned to the project. See Manage Job List menu item. |
| Employee Number | 10024056 | Employee number assigned to the user who made the time entry from the contacts list |
| Name | John Fredrickson | Name assigned to the user who made the time entry from the contacts list |
| User Name | John.Fredrickson | User name assigned to the user who made the time entry from the user list |
| Department Code | PM | The code of the Department currently assigned to the contact (linked to user) who made the time entry. |
| Department Title | Project Management | The title of the Department currently assigned to the contact (linked to user) who made the time entry. |
| Billing Classification Code | SPM | The code of the Billing Classification assigned to the contact (linked to user) at the time the entry was made. |
| Billing Classification Title | Senior Project Manager | The Title of the Billing Classification assigned to the contact (linked to user) at the time the entry was made. |
| Supervisor | Fred Turner | Current Supervisor assigned to the user. |
| Project Number | 10045 | The current project number the time entry was made against. |
| Project Short Name | JF Centre for the Hearing Impaired | The current short name of project the time entry was made against. |
| Project Manager | Jack White | The current Project Manager assigned to the project. |
| CBS Full Code | DR.EL.L05 | The current full CBS code (Cost Breakdown Structure – all levels) the time the entry was made against. |
| CBS Code | L05 | The current code of the CBS item (Cost Breakdown Structure) the time the entry was made against. |
| CBS System Title | Direct | Elec | Level 05 | The current System Title of the CBS item the time the entry was made against. |
| CBS Alternate Code | 9002 | The current alternate code of the CBS item the time the entry was made against. |
| CBS Short Name | Lvl 05 Elect. | The current Short Title of the CBS item the time the entry was made against. |
| CBS Full Name | Level 05 Electrical. | The current Title of the CBS item the time the entry was made against. |
| CBS Manager | Tristin Roth | The current Manager assigned to the CBS item the time the entry was made against. |
| Work Order Code | 93525 | The current work order code the time the entry was made against. |
| Work Order Title | Electrical Lighting | The current work order code title the time the entry was made against. |
| Labour Type Code | NT | The labour expense type code the time the entry was made against. |
| Labour Type Title | Normal Time | The labour expense type title the time the entry was made against. |
| Hours | 5.5 | The hours recorded for the time entry |
| Start Time | 07:30 | The start time of the hours recorded for the time entry, added via the comments field. |
| End Time | 10:30 | The end time of the hours recorded for the time entry, added via the comments field. |
| Comment | Review of electrical light fitting installations | The comment recorded for the time entry, added via the comments field. |