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Sage TimeSheet Links to Microsoft Project!
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Sage TimeSheet provides a simple
yet powerful way to interface with Microsoft Project. This
data bridge allows you to create a schedule or consolidated
project plan in Microsoft Project, |
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then
import assigned tasks into Sage TimeSheet. You can
then track your actual work in Sage TimeSheet and
send the data back to Microsoft Project to update the schedule
with actual work and a current estimate to completion of
each task. |
There are several advantages to interfacing Sage TimeSheet
time sheet data with Microsoft Project including:
- Accurate tracking of Estimate to Completion
- Accurate costing of project effort
- Elimination of manual methods of actual work tracking
- Elimination of duplicate time sheets for regular hours tracking
and project tracking
- Quicker decisions on what to do with resources
Setting
up the Microsoft Project Link
Before importing data from Microsoft Project, you must create a
data exchange import template in Sage TimeSheet. Data Exchange
Import templates allow greater flexibility over the data you import
into Sage TimeSheet. Templates can be hidden from selected
users and viewed only by the users who have rights assigned to them.
Before importing data into Sage TimeSheet from Microsoft
Project it is important to setup the following import options:
- Import Resource and Task Rates
- Import WBS Codes
- Level Mapping
Once you have the options set the way that you want them, you are
ready to import data into Sage TimeSheet from Microsoft
Project and work is ready to be tracked.
Tracking Your Work in Sage TimeSheet
Once your Microsoft Project schedule is imported into Sage TimeSheet, all task assignments will appear in each resource's/employee's
time sheet.
From the time sheet view each employee can record hours against
both project and non-project time. Employees can also open the task
details by clicking on the task and update the estimated hours for
completion of the selected task.
A
sample time sheet for an employee:
includes all assigned tasks in a weekly
time sheet view. Time is totalled for
each week, day, and task.
Both hours and estimate to completion hours will update the project's
schedule in Microsoft Project.
Updating
Microsoft Project
Before your Microsoft Project schedule can be updated with Sage TimeSheet data you must create a data exchange template for the
export just like you do for import. Once again, by creating this
template you are better able to control the exchange of data between
Sage TimeSheet and Microsoft Project.
- Export Entries before scheduled start date.
- Export Entries after scheduled finish date.
- Export Entries outside of Task Constraints.
- Export Work beyond scheduled hours.
- Export Work Scheduled on non-work days.
- Export Remaining Work.
TimeSheet also allows you to create rules based on your company's
workflow through the use of Task and Entry Status. For example,
the project manager may require approval of all time entries that
update their Microsoft Project™ schedule. These options are
established during the creation of the export data exchange template
in Sage TimeSheet.
Updating
Microsoft Project with TimeSheet Information is Easy!
Once you have created the data exchange export template in Sage TimeSheet, updating Microsoft Project is done with a simple click
of the mouse.
Ask a question about or request
an evaluation copy of the Microsoft Project Interface to Sage
TimeSheet.
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