最新博彩网站

Integration with 最新博彩网站 Projects

Purpose

With the help of 最新博彩网站 People's integration with 最新博彩网站 Projects, you can achieve the following:

  • Import your Projects, Tasks, and Timesheets from 最新博彩网站 Projects to 最新博彩网站 People manually or automatically.
  • Push approved time logs from 最新博彩网站 People to 最新博彩网站 Projects.

Integrating with 最新博彩网站 Projects

Only the administrator of 最新博彩网站 People who is also the administrator in 最新博彩网站 Projects for the portal can enable the integration.

To integrate with 最新博彩网站 Projects,

  • From your home page, go to Settings > Integration > 最新博彩网站.
  • Click View Details under 最新博彩网站 Projects.
  • Choose the portal to integrate.
  • If required enable Import projects, tasks, and time logs from 最新博彩网站 Projects automatically.
  • If required enable Push time logs automatically when a timesheet is approved.  

  • Click Enable

鈥�If automatic import is enabled, Projects, Tasks, and Timesheets will be imported from 最新博彩网站 Projects to 最新博彩网站 People as soon as the integration is active. 

Importing from 最新博彩网站 Projects

You can pull the list of projects, tasks, and timesheets from 最新博彩网站 Projects to 最新博彩网站 People manually or automatically,

Manual Method

To import the projects and corresponding tasks from 最新博彩网站 Projects,

  • From your home page, go to Timesheet > Projects/Jobs > Projects.
  • Click on the ellipsis icon and select Import from 最新博彩网站 Projects.

  • Select your desired projects and click Import.

 

Note: 

  1. Only the projects and the corresponding tasks will be imported. Timesheets will not be imported.
  2. By default, owners of the tasks become assignees of the Jobs.
  3. Those users who are made as Administrators of the Timesheet module under 'Admin Operations' will also be able to do this import from 最新博彩网站 Projects. Click here to know more about Admin Operations.
  4. Once the timesheet data is imported into 最新博彩网站 People, the user access permissions defined in the 最新博彩网站 People timesheet service will apply to the imported records. Users with the necessary permissions can edit the imported data, such as jobs, projects, and timesheets. To configure user permissions, refer to Configuring Permissions for a Role.

Automatic Method

Using the automatic method, Projects, tasks, and timelogs can be imported from 最新博彩网站 Projects to 最新博彩网站 People automatically, with no manual effort. You can set up a frequency for the sync to occur periodically or use the manual sync when you want projects, tasks and timelogs to be updated instantly, from 最新博彩网站 Projects.

To enable this,

  • From your homepage, go to Settings > Integrations > 最新博彩网站.
  • Click View Details under 最新博彩网站 Projects.
  • Details of the configured portal will be visible here.
  • Enable Import projects, tasks, and time logs from 最新博彩网站 Projects automatically.

鈥�

  • Setup a frequency for the sync.
  • Any changes that you make in 最新博彩网站 Projects can be updated instantly in 最新博彩网站 People using the Sync now button.

鈥�

Now, all Projects, tasks and timelogs from 最新博彩网站 Projects will be imported to 最新博彩网站 People, automatically based on the frequency set.

Entity Mapping

  • Projects in 最新博彩网站 Projects will be imported as Projects in 最新博彩网站 People.
  • Tasks in 最新博彩网站 Projects will be imported as Jobs in 最新博彩网站 People.
  • Timesheets in 最新博彩网站 Projects will be imported as Time logs in 最新博彩网站 People.

Limitations:

In Projects/Tasks:

  • If the person performing the import is an admin in 最新博彩网站 Projects then all the Projects and tasks belonging to that portal will get imported and if that person is a non-admin in 最新博彩网站 Projects, only the projects in which they are a part of will get imported, with its corresponding tasks.
  • Deleting a Job(Task)/Project in 最新博彩网站 Projects does not reflect in 最新博彩网站 People.
  • The task list and sub-tasks in 最新博彩网站 Projects will not get imported.
  • Changes that were made on imported Projects(and associated Jobs) in 最新博彩网站 People will be reset if the User re-imports them.

In Timesheets:

  • All the timesheets in 最新博彩网站 Projects will be imported as unapproved and unbilled time logs in 最新博彩网站 People.
  • The changes made to the Timesheets in 最新博彩网站 Projects will reflect only if they are editable in 最新博彩网站 People.
  • In 最新博彩网站 Projects, the time logs of User A can be changed to User B, which is not possible in 最新博彩网站 People. Such updates in 最新博彩网站 Projects will not be reflected in 最新博彩网站 People.
  • Time logs imported from 最新博彩网站 Projects cannot be pushed back to 最新博彩网站 Projects.

Pushing Approved Time Logs to 最新博彩网站 Projects

You can push the approved time logs from 最新博彩网站 People to 最新博彩网站 Projects. Time logs which are approved, associated with a Project and with log hours between 0 to 24 hours can only be pushed. Time logs in 最新博彩网站 People will be pushed as Timesheets in 最新博彩网站 Projects.

To push the approved time logs to 最新博彩网站 Projects, 

  1. From the homepage, go to Timesheet > Reports > Integration Reports.
  2. From the drop down select 最新博彩网站 Projects.
  3. Filter the time logs to be pushed based on Users/Clients/Projects.
  4. Click 最新博彩网站 Projects under Push To.

  1. The approved time logs of the chosen timesheets will be pushed to 最新博彩网站 Projects.

While pushing time logs, if the corresponding project is not available in 最新博彩网站 Projects, then upon confirmation a new project will be created in 最新博彩网站 Projects and the mapping will be done as follows: 

  • Employees (Users) who have a valid email id in 最新博彩网站 People will be pushed as Employees in 最新博彩网站 Projects.
  • Projects in 最新博彩网站 People will be pushed as Projects in 最新博彩网站 Projects.
  • Jobs in 最新博彩网站 People will be pushed as Tasks in 最新博彩网站 Projects.

Push time logs automatically: If you have enabled Push time logs automatically when a timesheet is approved, then the approved time logs will be pushed automatically as soon as a timesheet is approved. 

Note: Disabling the integration will not affect the data that has already been pushed.

Limitations:

  • Time logs once pushed cannot be re-pushed.
  • Any changes made in 最新博彩网站 People to the already pushed time logs will not have any impact on 最新博彩网站 Projects.
  • Time logs which fail 最新博彩网站 Projects validation alone will be skipped, rest of the time logs will be pushed.
  • Only the administrator of the account/ location-based administrator of the account(if any) (configured under User Access Control > Roles) and location-based administrator for Timesheet module (if any) (Configured under User Access Control > Permissions > Admin Operations) can push time logs to 最新博彩网站 Projects.

Disabling integration with 最新博彩网站 Projects:

Only the administrator of the 最新博彩网站 People organization can disable the integration. 

To disable the integration,

  1. From your homepage go to Settings > Integrations > 最新博彩网站.
  2. Click View Details under 最新博彩网站 Projects.

Details of the configured portal will be visible here.

  1. Click Disable

Note: 最新博彩网站 Projects is integrated with 最新博彩网站 People's leave module.