User roles: ✔ Financial Administrator ✔ Application Administrator
The Timesheet Corrections upload functionality allows financial administrators to post timesheet corrections in bulk.
The upload functionality is available from the Financial Administration page and only users with the Financial Administration role on their account can use the functionality.
An example of a timesheet correction upload file is attached to this article.
Timesheet Correction upload rules
The following rules apply when uploading timesheet corrections.
- The upload functionality can be used to create new timesheet correction records or update existing ones.
- The following fields need to have a value for the timesheet correction record to be processed.
- the date of the timesheet correction.
- the resource external reference column to uniquely identify the resource the timesheet correction applies to.
- the number of hours.
- If the timesheet correction represents hours booked to a project, then the following fields are mandatory too.
- the project external reference to uniquely identify the project the hours are booked to.
- the project sub-activity.
- In the case of hours booked to a miscellaneous task, then the following field is mandatory:
- the project that represents the name of the miscellaneous task.
- Only records with a date that falls in open months will be processed.
- If one or more correction records already exist for the date, resource and project combination, then all records are deleted (regardless of their sub-activity value) and replaced with the new entries.
- All timesheet corrections are automatically set to Approved.
- If the file contains multiple records for the same date, resource, project and sub-activity combination, only the last record in the file is saved.
Field Description
Column Title | Description | Data Type | What happens if the field is left blank? |
| A. Date | The timesheet correction date. If the date falls in a locked month, the row will be skipped. | Date | This field is mandatory. If left blank, the row will be skipped. |
| B. Resource | The name of the resource the timesheet correction is for. | String | This field is not mandatory. The upload process uses the ResourceRef value (column C) to retrieve the resource record. |
| C. ResourceRef | The resource username. This value is used to uniquely identify the resource record. If no resource record can be found for this username, the row will be skipped. | String | This field is mandatory. If left blank, the row will be skipped. |
| D. Project | The title of the project the hours are booked to or the name of the miscellaneous task the hours are booked to. This value is only required for miscellaneous tasks. | String | This field is only mandatory for miscellaneous tasks. If left blank, the upload process uses the ProjectRef value (column E) to retrieve the project record. |
| E. ProjectRef | The project external reference value. This value is used to uniquely identify the project record. If there is a ProjectRef value, the row will be skipped if no project record can be found for this project external reference or more than one project records exist. | String | The row will be skipped if the Project value (column D) does not represent a miscellaneous task. |
| G. SubActivity | The project sub-activity the hours are booked to. If the sub-activity is not valid for the project, the row will be skipped. | String | This field is only mandatory for hours booked to a project. In such case, the row will be skipped if the field is left blank. |
| H. Hours | The number of hours (positive or negative) to be booked. | Numeric | This field is mandatory. If left blank, the row will be skipped. |
| I. Notes | Any additional notes that should be recorded for this correction. | String | No note will be saved. |
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