This topic describes how to send approved time from DOVICO Timesheet to Microsoft Project. This topic assumes working knowledge of Microsoft Project and its terminology.
Exit Microsoft Project if it’s currently running.
Select Microsoft
Project
from the Integration section of the side navigation bar.
Select one or more projects
from the Project list box.
When DOVICO Timesheet sends time to Microsoft Project, it sends the
time as total hours (or additional hours). No information regarding the
dates when time was actually worked is sent to Microsoft Project. Microsoft
Project places the hours received from DOVICO Timesheet in its scheduled
period or around the project status date (see step 5 below).
Simplified example: In DOVICO Timesheet, for a given task, 2 hours
are entered on Monday, 3 hours on Tuesday and 4 hours on Friday. When
this time is sent from DOVICO Timesheet to Microsoft Project, a total
of 9 hours are sent and Microsoft places these 9 hours in its scheduled
period. If the scheduled period was Monday through Friday, 8 hours will
be placed on Monday and 1 hour will appear on Tuesday.
Click the Send Time button located below the Resource list box.
A pop-up window opens showing the previous project
status date and how many hours are ready to be submitted for each project
selected in step 3.
If the selected project has an established previous status date, you
should continue to use the Status Date option, otherwise you may experience
unexpected results within Microsoft Project.
Two options are available when sending time to Microsoft Project:
Status date option:
When unchecked and if the Microsoft Project file has no preset Project Status date, all time is sent to Microsoft Project regardless of when it was worked and is placed in the time period in which it was planned in Microsoft Project. If the Microsoft Project file has a preset Project Status date, the time sent is placed according to the project status date.
When checked,
only time worked on or before the project
status date is sent to Microsoft Project. In Microsoft Project,
the time worked and remaining work are scheduled around the project status
date. Using this option permits the Microsoft Project plan to be re-leveled
and then synchronized with DOVICO Timesheet (Get Assignments) so employees
can see their revised scheduled task dates. More
details on how this works
.
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For work done on a task scheduled on or before the project status date, Microsoft Project places the actual time worked (received from DOVICO Timesheet) in the period it was originally scheduled for in Microsoft Project. Any remaining work portions are moved after the status date.
For work done on a task that is scheduled after the project status date, Microsoft Project places the actual time somewhere before the status date and moves any remaining work after the status date.
Based on your project's task dependencies, the remaining work portions will likely not appear next to the project status date as displayed in these simplified diagrams.
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Check the Use status date checkbox.
Click the calendar icon to select a status date. Normally, the project status date is set to the end of the reporting period.
Click Refresh to update the summary information.
Send ETC option:
When checked, the ETC values entered by the employees are sent to Microsoft Project as Remaining Work. The Duration and % Complete fields in Microsoft Project are automatically updated. Task Finish dates are adjusted based upon the Actual Work and ETC fields.
When unchecked,
no ETC values are sent to Microsoft Project.
Click OK.
Approved time is sent to the Microsoft Project file.
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DOVICO Timesheet |
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Microsoft Project |
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Approved time |
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Actual Work |
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ETCs (optional) |
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Remaining Work |
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Status date (optional) |
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Project Status date |
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Notes:
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Tip: Press the Synchronize All button to automatically Get Resources, Get Assignments and Send Time for the selected projects. |