replicon data import utility user guide - web timesheet software

RepliconData Import UtilityVersion 8.27

USER GUIDE

TimeAttendTimeCostTimeBillTimeOffWebExpense

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Notices

© 2006‐2012 Replicon, Inc. All rights reserved.

All parts of this document are the property of Replicon Inc. No part of this document may be reproduced in any manner whatsoever including me‐chanical or electronic media such as disk or tape. No part of this document may be transmitted in any form by any means without the prior written permission of Replicon Inc.

Replicon, Web Resource, and Web TimeOff and associated logos are trademarks of Replicon, Inc.

Other product or service names mentioned in this document may be trademarks of Replicon, or of the respective owners of those trademarks.

This document may include links to websites not owned or managed by Replicon, Inc. Note that every effort has been made at the time of release to ensure all links provided are valid. However, Replicon makes no guarantee that the links will continue to be valid in the future. Additionally, Rep‐licon is not responsible for the information included in these websites and provides no guarantees or warranties regarding the accuracy of this in‐formation.

Revision 08/15/12

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Table of Contents

Table of Contents

Chapter 1 Welcome ................................................................................................................About the Replicon Data Import Utility..................................................................................................

Benefits of the Import Utility .............................................................................................................................................The Import Process ............................................................................................................................................................

About this User Guide ............................................................................................................................Document Conventions......................................................................................................................................................

Contacting Support.................................................................................................................................

Chapter 2 Setting Up the Import Utility...................................................................................Ensuring the Replicon URL is entered in System Preferences ................................................................Unzipping the Files .................................................................................................................................

Zip File Contents.................................................................................................................................................................

Copying Configuration Files ....................................................................................................................Specifying the Date Format ....................................................................................................................

Chapter 3 Creating an Import File ...........................................................................................About the Import File Format.................................................................................................................Creating an Import File ...........................................................................................................................

Troubleshooting CSV Files in Microsoft Excel ....................................................................................................................Field Values Aligned One Column Left of Field Names ...............................................................................................Additional Comma Added to Each Entry ....................................................................................................................Automatic Formatting of Dates which Does Not Match Required Date Format........................................................Missing Commas in Files with More than 15 Rows ....................................................................................................

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Table of Contents

Chapter 4 Importing Data .......................................................................................................Importing a File.......................................................................................................................................Viewing the Detailed Results of the Import ...........................................................................................Recommended Order of Import .............................................................................................................

Chapter 5 Formatting the Data ...............................................................................................Formatting Overview..............................................................................................................................

Understanding Field Types.................................................................................................................................................Formatting of Specific Fields ..............................................................................................................................................

Specifying User Defined Fields ...................................................................................................................................Specifying Departments .............................................................................................................................................Specifying Tasks ........................................................................................................................................................

Command Formats .................................................................................................................................Clients ...............................................................................................................................................................................

Adding a Client — #CLIENTADD .................................................................................................................................Editing a Client — #CLIENTUPD..................................................................................................................................Deleting a Client — #CLIENTDEL ................................................................................................................................

Departments ......................................................................................................................................................................Adding a Department — #DEPTADD..........................................................................................................................Editing a Department — #DEPTUPD ..........................................................................................................................Deleting a Department — #DEPTDEL.........................................................................................................................

Employee Types ..............................................................................................................................................................Adding an Employee Type — #EMPLOYEETYPEADD ..................................................................................................Editing an Employee Type — #EMPLOYEETYPEUPD ..................................................................................................Deleting an Employee Type — #EMPLOYEETYPEDEL .................................................................................................

Holiday Calendars ............................................................................................................................................................Adding a Holiday Calendar — #HOLIDAYCALENDARADD ..........................................................................................Editing the Name of a Holiday Calendar — #HOLIDAYCALENDARUPD......................................................................Adding a Holiday to a Holiday Calendar — #HOLIDAYADD........................................................................................Editing the Icon for a Holiday — #HOLIDAYUPD ........................................................................................................Deleting a Holiday from a Holiday Calendar — #HOLIDAYDEL ..................................................................................Deleting a Holiday Calendar — #HOLIDAYCALENDARDEL .........................................................................................

Pay Codes ..........................................................................................................................................................................Adding a Pay Code — #PAYCODEADD........................................................................................................................Editing a Pay Code — #PAYCODEUPD........................................................................................................................Deleting a Pay Code — #PAYCODEDEL.......................................................................................................................

Time Off Types ..................................................................................................................................................................Adding a Time Off Type — #TIMEOFFCODEADD .......................................................................................................

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Table of Contents

Editing a Time Off Type — #TIMEOFFCODEUPD ........................................................................................................Deleting a Time Off Type — #TIMEOFFCODEDEL.......................................................................................................Adding Anniversary Time Off Policy Settings — #ANNIVERSARYACCRUALADD ........................................................Editing Anniversary Time Off Policy Settings — #ANNIVERSARYACCRUALUPD ........................................................Deleting Anniversary Time Off Policy Settings — #ANNIVERSARYACCRUALDEL .......................................................

Permissions ........................................................................................................................................................................Adding a Permission Profile — #PERMISSIONADD.....................................................................................................Editing a Permission Profile — #PERMISSIONUPD.....................................................................................................Deleting a Permission Profile — #PERMISSIONDEL....................................................................................................

Currencies ..........................................................................................................................................................................Adding a Currency — #CURRENCYADD ......................................................................................................................Editing a Currency — #CURRENCYUPD ......................................................................................................................Adding an Exchange Rate to a Currency — #EXCHANGERATEADD............................................................................Editing an Exchange Rate for a Currency — #EXCHANGERATEUPD...........................................................................Deleting Exchange Rates from a Currency — #EXCHANGERATEDEL..........................................................................Deleting a Currency — #CURRENCYDEL .....................................................................................................................

Activities ............................................................................................................................................................................Adding an Activity — #ACTIVITYADD .........................................................................................................................Editing an Activity — #ACTIVITYUPD..........................................................................................................................Deleting an Activity — #ACTIVITYDEL ........................................................................................................................

User Basics .........................................................................................................................................................................Adding a User — #USERADD......................................................................................................................................Editing a User — #USERUPD ......................................................................................................................................Deleting a User — #USERDEL.....................................................................................................................................

User Details ........................................................................................................................................................................Assigning a Department to a User — #USERDEPARTMENTADD................................................................................Removing a Department Assignment from a User — #USERDEPARTMENTDEL ........................................................Assigning an Activity to a User — #USERACTIVITYADD ............................................................................................Removing an Activity Assignment from a User — #USERACTIVITYDEL .....................................................................Assigning Substitute Users — #SUBSTITUTEUSERADD...............................................................................................Editing Substitute Users — #SUBSTITUTEUSERUPD...................................................................................................Deleting Substitute Users — #SUBSTITUTEUSERDEL..................................................................................................Enabling a Time Off Type for a User — #USERTIMEOFFADD ....................................................................................Editing a User’s Time Off Allowance — #USERTIMEOFFUPD ....................................................................................Clearing a User’s Time Off Policies — #USERTIMEOFFDEL ........................................................................................

Tax Codes ...........................................................................................................................................................................Adding a Tax Code — #TAXCODEADD........................................................................................................................Editing a Tax Code — #TAXCODEUPD ........................................................................................................................Deleting a Tax Code — #TAXCODEDEL.......................................................................................................................

Expense Codes ...................................................................................................................................................................Adding an Expense Code — #EXPENSECODEADD ......................................................................................................

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Table of Contents

Editing an Expense Code — #EXPENSECODEUPD.......................................................................................................Deleting an Expense Code — #EXPENSECODEDEL .....................................................................................................

Roles ..................................................................................................................................................................................Adding a Role — #ROLEADD ......................................................................................................................................Editing a Role — #ROLEUPD.......................................................................................................................................Deleting a Role — #ROLEDEL .....................................................................................................................................

Project Basics ...................................................................................................................................................................Adding a Project — #PROJECTADD ............................................................................................................................Editing a Project — #PROJECTUPD.............................................................................................................................Deleting a Project — #PROJECTDEL ...........................................................................................................................

Project Details ..................................................................................................................................................................Assigning a Client to a Project — #PROJECTCLIENTADD............................................................................................Updating a Client’s Cost Allocation — #PROJECTCLIENTUPD ....................................................................................Removing a Client Assignment from a Project — #PROJECTCLIENTDEL ....................................................................Assigning a Department to a Project — #PROJECTDEPARTMENTADD ......................................................................Removing a Department Assignment from a Project — #PROJECTDEPARTMENTDEL...............................................Assigning an Expense Code to a Project — #PROJECTEXPENSECODEADD ................................................................Removing an Expense Code Assignment from a Project — #PROJECTEXPENSECODEDEL .........................................

Project Tasks .....................................................................................................................................................................Adding a Task to a Project — #PROJECTTASKADD.....................................................................................................Editing a Task in a Project — #PROJECTTASKUPD......................................................................................................Deleting a Task from a Project — #PROJECTTASKDEL................................................................................................

Project Team and Task Assignments .................................................................................................................................Adding Users to the Project Team — #PROJECTTEAMADD........................................................................................Removing a Member from the Project Team — #PROJECTTEAMDEL ........................................................................Assigning Users to a Task — #TASKASSIGNMENTADD ..............................................................................................Changing the Status of a Task Assignment — #TASKASSIGNMENTUPD....................................................................Removing a Task Assignment — #TASKASSIGNMENTDEL .........................................................................................

Project Billing ....................................................................................................................................................................Adding a Role to a Project — #PROJECTROLEADD.....................................................................................................Removing a Role from a Project — #PROJECTROLEDEL .............................................................................................Add a Rate within a Project — #PROJECTRATEADD...................................................................................................Deleting a Rate from a Project — #PROJECTRATEDEL ...............................................................................................Enabling a Rate Type for a Team Member — #PROJECTTEAMRATEADD ..................................................................Disabling a Rate Type for a Team Member — #PROJECTTEAMRATEDEL ..................................................................

Time Off Bookings .............................................................................................................................................................Adding a Time Off Booking — #TIMEOFFADD ...........................................................................................................Editing a Time Off Booking — #TIMEOFFUPD............................................................................................................Deleting a Time Off Booking — #TIMEOFFDEL ..........................................................................................................

Project‐Based Timesheets .................................................................................................................................................Entering Time in a Timesheet — #TIMESHEETADD....................................................................................................

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Table of Contents

Editing a Time Entry in a Timesheet — #TIMESHEETUPD ..........................................................................................Clearing a Time Entry from a Timesheet — #TIMESHEETDELCELL .............................................................................Deleting a Time Entry Row from a Timesheet — #TIMESHEETDELROW....................................................................

Timesheets not Based on Projects .....................................................................................................................................Entering Time in a Timesheet — #TIMESHEETADD....................................................................................................Editing a Time Entry in a Timesheet — #TIMESHEETUPD ..........................................................................................Clearing a Time Entry from a Timesheet — #TIMESHEETDELCELL .............................................................................Deleting a Time Entry Row from a Timesheet — #TIMESHEETDELROW....................................................................Entering Time Off in a Timesheet — #TIMESHEETADD ..............................................................................................Editing a Time Off Entry in a Timesheet — #TIMESHEETUPD ....................................................................................Clearing a Time Off Entry from a Timesheet — #TIMESHEETDELCELL .......................................................................Deleting a Time Off Row from a Timesheet — #TIMESHEETDELROW .......................................................................

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CHAPTER 1

t utility to add, modify, or delete data ted.

) files. The utility is available as a set

sily. For example, instead of manually dsheet program and save the data in priate fields automatically populated

s are assigned the same departments for other users.

p only needs to be done once.)e 14. Data on page 20.

l Replicon data and features.

Welcome

Welcome

Welcome to the Replicon Data Import Utility User Guide. This guide provides information on using the imporin Replicon. All the information contained in this guide applies to all Replicon modules, unless otherwise sta

About the Replicon Data Import UtilityThe Replicon Data Import Utility allows you to import data into Replicon using Comma‐Separated Value (CSVof zipped files and runs through a simple DOS interface.

Benefits of the Import UtilityWhen you have a large amount of data to enter, the import utility offers a method of doing so quickly and eaentering users one at a time using the Add New User page, you can enter the data for all the users in a spreaa CSV file. The CSV file can then be imported, at which point the users are added to Replicon with the approwith the data provided in the files.

The import feature is especially handy when many entries share the same settings. For example, if many userand permissions, you can create an entry for the first user in the CSV file and simply copy data from that row

The Import ProcessData is imported as follows:

1. Set up the import utility, as detailed in Chapter 2, Setting Up the Import Utility on page 10. (This ste2. Create a file containing the data to import, as described in Chapter 3, Creating an Import File on pag3. Run the utility to import the data in the file, following the instructions given in Chapter 4, Importing

The import utility is designed to be used by a Replicon administrator only, as it provides full access to al

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ng an import. Additionally, the details

ernal to the document. To automati‐

external to the document. To open a

e the type of information being pro‐

her details on how the software oper‐

negative results if used incorrectly.

y.

ort team using one of the following

ugh the import utility. For more infor‐

Welcome

About this User GuideThis document guides you through the process of preparing for import, creating an import file, and performiof each import command are given in table format for easy reference.

Document ConventionsThis user guide uses the following conventions:

• References to other areas in the document are shown in italics and in blue to indicate active links intcally navigate to the section being referenced, select the link.

• Hyperlinks to websites or e‐mail addresses are shown in blue and underlined to indicate active links new browser window to the website or to send an e‐mail to the address, select the link.

• Key information is highlighted using a blue background for quick reference. An icon is used to indicatvided, as follows.

• The icon indicates a note, which provides a reminder of an important requirement or furtates.

• The icon indicates a warning notice. Warnings point out features or actions that can have

• The icon indicates a tip or hint designed to assist you in using the product more efficientl

Contacting SupportIf you would like assistance configuring or using the import utility, please contact Replicon's Customer Suppmethods:

Toll‐Free Phone:North America: 1‐877‐662‐2519Outside North America: +800 8622 5192

Web‐Based Form: www.replicon.com/contact-support

This user guide provides limited conceptual information related to the data and features accessible thromation on each type of data or Replicon’s features, please see the Replicon Help.

http://www.replicon.com/contact-support

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CHAPTER 2

.

the import utility. If the URL is not

is present in the URL of Replicon field.

ip the files on a computer with access e in the location you specify.

Setting Up the Import Utility


Prior to importing data, you must:

1. Ensure the Replicon URL is entered in System Preferences.2. Unzip the import utility files.3. Copy the Replicon configuration files to the folder where the import utility resides. 4. Specify the date format to be used during import, if you wish to change the format from the default

Refer to the sections below for more information on each of these steps.

Ensuring the Replicon URL is entered in System PreferencesYour Replicon URL must be entered on Replicon’s System Preferences page before you can transfer data viapresent, an error will occur and you will be prevented from transferring data.

To confirm the Replicon URL:

1. Log in to Replicon as an administrator.2. Select Administration from the top menu.3. Select System > System Preferences from the side menu.4. Scroll down to the Web Addresses section at the bottom of the page, and ensure your system’s URL

Unzipping the FilesThe import utility is provided as a set of zipped files labeled ImportEngine.zip. To prepare for import, unzto the Replicon server and database. By default, the files will be extracted to a folder labeled ImportEngin

Zip File ContentsThe ImportEngine.zip file includes:

• ImportWTS.exe ‐ The import utility executable• ImportWTS.exe.config ‐ The configuration file for the import utility

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\Replicon Inc\Replicon)

iles\Replicon Inc\Replicon)

nuary 15, 2007 would be specified as

ld be changed to the following:

xecutable and configuration file must the DLL files listed above must be


• RTServer.ini ‐ The file which specifies the date format used by the import utility• A sub‐folder labeled bin, which contains a number of Dynamic‐Link Library (DLL) files

Copying Configuration FilesTo ensure the import utility can connect to the Replicon database, copy the file labeled Web.config:

• From the APP sub‐folder in the location in which Replicon is installed (typically C:\Program Files• To the folder the import utility executable resides in

You’ll also need to copy the Replicon.StaticsAnalyzer.exe file:

• From the APP/bin sub‐folder in the location in which Replicon is installed (typically C:\Program F• To the bin sub‐folder of the folder where the import utility executable resides

Specifying the Date FormatBy default, the import utility is configured to use the format dd/mm/yyyy for all date fields. For example, Ja15/01/2007. If you wish to change this to another format:

1. Open the file labeled rtserver.ini in a text editor.2. Locate the line:

DateFormat = %d/%m/%Y

3. Replace %d/%m/%Y with the one of the formats shown in Table 1 on page 12. For example, if you wish to enter dates in the import file using the format 07 Jan 15, the line wou

DateFormat=%y %b %d

Once unzipped, do not delete, rename, or move any of these files. For the import utility to operate, the ebe in the same folder and have matching names. In addition, the .ini file must be in the folder and allavailable in a sub‐folder labeled bin.

Be sure to only copy the Web.config file. Do not remove it from Replicon installation folder.

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s as required by the CSV format.

07

/15

5

‐15

15

uary 15

ry 15

5

/01

1

‐01

Jan

January

n


4. Save the changes to the file.

Table 1: Date Formats

If you select a date format that includes a comma (,), you will need to include each date value in quote

Date Format Example Date Format Example

%b %d %Y Jan 15 2007 %d‐%m‐%y 15‐01‐07

%b %d, %Y Jan 15, 2007 %d‐%m‐%Y 15‐01‐20

%b %d %y Jan 15 07 %Y/%m/%d 2007/01

%b %d, %y Jan 15, 07 %y/%m/%d 07/01/1

%b %d a Jan 15 %Y‐%m‐%d 2007‐01

%B %d, %Y January 15, 2007 %y‐%m‐%d 07‐01‐15

%B %d, %y January 15, 07 %Y %b %d 2007 Jan

%m/%d/%y 01/15/07 %Y %B %d 2007 Jan

%m/%d/%Y 01/15/2007 %y %B %d 07 Janua

%m‐%d‐%y 01‐15‐07 %y %b %d 07 Jan 1

%m‐%d‐%Y 01‐15‐2007 %Y/%d/%m 2007/15

%d %b, %Y 15 Jan, 2007 %y/%d/%m 07/15/0

%d %b %Y 15 Jan 2007 %Y‐%d‐%m 2007‐15

%d %B %Y 15 January 2007 %y‐%d‐%m 07‐15‐01

%d %b, %y 15 Jan, 07 %Y %d %b 2007 15

%d %b %y 15 Jan 07 %Y %d %B 2007 15

%d %B %y 15 January 07 %y %d %b 07 15 Ja

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nuary

15

to the


%d %b a 15 Jan %y %d %B 07 15 Ja

%d/%m/%y 15/01/07 %b %Y %d Jan 2007

%d/%m/%Y (default) 15/01/2007

a. If the date format does not include the year, the import utility will automatically set the datecurrent year.

Date Format Example Date Format Example

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CHAPTER 3

as to separate data values. The file is

lds that will be imported for that data onding to the field names given in the on the next line to import another

to field names in first command

ual salary

on an annual salary

Creating an Import File


Once you have set up the import utility, a file must be created to capture the data to be imported.

About the Import File FormatThe import data is entered in a Comma‐Separated Value (CSV) file, which is a simple text file that uses commsaved with the extension .csv.

The first line of the CSV file contains an import command that indicates the type of data to import and the fietype. Each line that follows provides the field values to import for an individual entry, with the values correspcommand. Once all the entries for the command have been specified, a new import command can be addedtype of data, as shown in the image below.

First command

Entries for second command

Second command

Entries for first command

Command name Field names

Field values corresponding #CLIENTADD,ClientName,ClientCode,ClientDisabled

Advantage Technologies ,AT,No

Best Consulting ,BC,No

#EMPLOYEETYPEADD ,EmployeeTypeName ,EmployeeTypeDescription

Full-time Salaried ,Employees working 40 hours and on an ann

Part-time Salaried ,Employees working less than 40 hours and

Contractor,Employees on contract basis

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s to the CSV format.

LIENTADD, followed by the names of

ats on page 26. All fields marked as m.

ld values must match that of the field

format, Excel will add an additional ditional Comma Added to Each Entry

ma. Do not enter a comma after the

ld names in the next columns. When n each of the columns.

nk, follow the previous value with a

e in the leftmost column. Note that Column Left of Field Names on page

dy existing in the corresponding Rep‐


Creating an Import FileTo create a CSV file:

1. Open a blank file in a text editor, such as Microsoft® Notepad®, or a spreadsheet program that save

2. Enter the first command on the first line. The command will consist of a command name, such as #Cthe fields that values will be provided for, as shown in the image on 14. Information on the available commands and the fields provided with each is given in Command FormRequired must be included. Optional fields should be listed only if you wish to specify a value for the

3. On the next line, enter the field values for the first entry to be imported. The order and number of fienames specified in the previous line.

4. Repeat Step 3 for each entry to be imported using the specified command.

Microsoft® Excel® can be used to create import files. However, when the file is saved to the CSVcomma to the end of each entry, which will have to be manually removed before import. See Adon page 17.

If you are using a text editor, separate the command name and each of the field names with a comfinal field name.

If you are using a spreadsheet program, enter the command name in the first column and the fieyou save the file to the CSV format, the necessary commas will automatically be added betwee

If you are using a text editor, separate each of the field values with a comma. To leave a field blacomma and then add a second comma to mark the blank field, as shown below.

#CLIENTADD,ClientName,ClientCode,ClientDisabled Advantage Technologies,,No

If you are using a spreadsheet program, enter the field value corresponding to the first field namthe value will be in a different column than the field name, as shown in Field Values Aligned One17. To leave a field blank, leave the appropriate cell empty.

If a field is included in the import but no value is provided (the field is left blank), any value alrealicon field will be cleared. See Formatting Overview on page 22.

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sked to specify it when importing the


5. Repeat Step 2 through Step 4 for each type of data to be imported.6. Save the file with the extension .csv. Take note of the location you saved the file at as you will be a

data.

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e located in the same column as the that follow will always be one column the same column as the field names.

n the fields. Excel, and possibly other ow contains one more field than each


Troubleshooting CSV Files in Microsoft ExcelWhen using Microsoft Excel to create CSV files, there are a few issues to look out for as described below.

Field Values Aligned One Column Left of Field Names

When creating an import file in Microsoft Excel, or any other spreadsheet program, the field values cannot bfield names. Because the command line includes a column for the command itself, the field values on the linesleft of the related field names, as shown below. The import file will not be valid if the field values are placed in

Additional Comma Added to Each Entry

When a file is saved from within Microsoft Excel to the CSV format, Excel automatically adds commas betweespreadsheet programs, assumes that the number of fields in each row is the same. Because each command r

Values for first field(located in first column)

Name of first field (located in second column)

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w and add an extra comma, as shown using a text editor.

s into the format specified in your sys‐t chosen for import in the rtserv-ates are shown in the desired format. ls, see the documentation provided

n issue with Microsoft Excel. If row 16 r of commas when the file is saved to he number of field columns and the xt editor and manually enter the re‐


data entry row (the command name), Excel will assume there is a blank field at the end of each data entry robelow. These extra commas will cause the import engine to fail and, as a result, must be manually removed

Automatic Formatting of Dates which Does Not Match Required Date Format

If you open an existing CSV file in Microsoft Excel, as shown below Excel may automatically convert any datetem's Regional Options (accessible from the Windows Control Panel). This format may not match the formaer.ini file (see Specifying the Date Format on page 12). As a result, prior to saving the CSV file, ensure all dIf not, select the column and format the cells in the required date format. For information on formatting celwith Microsoft Excel.

Missing Commas in Files with More than 15 Rows

If you are using Microsoft Excel to create a CSV file that has more than 15 rows, the import may fail due to aor above contains blank columns at the end of the row, Microsoft Excel may fail to put in the correct numbeCSV format. If the file is imported without the necessary commas, an error is displayed, typically indicating tnumber of data columns do not match. To address this issue, open the CSV file using Notepad or another te

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hould be three commas after the last


quired commas at the end of the row. For example, if there are three blank fields at the end of a row, there svalue. Save the file and attempt to import the data again.

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CHAPTER 4

and prompt. The data that was suc‐

arnings. Once the import is complete, ated in the same folder as the utility. date and time appended to the file

the import file.

tility folder, as detailed in Copying

Importing Data

Importing Data

Once you have created an import file, you can import the data into Replicon.

Importing a FileTo import a file:

1. Open a DOS window.2. Navigate to the folder in which the utility is located.3. Enter the following:

ImportWTS.exe filename.csv

where:filename.csv is the name of the file you want to import

Once the import is complete, the number of errors and warnings encountered will be displayed at the commcessfully imported will now be available in Replicon.

Viewing the Detailed Results of the ImportDuring the import, the utility creates a log file to record processing statistics and the details of errors and wyou can view or print the log file to assist with troubleshooting any errors that occurred. The log files are locThe log file from the most recent import is named importwts.log. Previous log files are saved with the name, such as importwts.log.05-Mar-2008-11-35-31.

If the import file is not in the same folder as the executable, be sure to provide the full path of

If the import fails with an exception error, ensure you have copied the Web.config file to the import uConfiguration Files on page 11.

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order. For example, before adding re a smooth and efficient import, it is

r TimeBill only)or TimeBill only)s (and associated allocations)nmentsbling (WebExpense only)r TimeBill only)ignments (TimeCost or TimeBill only)tion

ly)

gttend or TimeOff only) (TimeCost or TimeBill only)projects (TimeAttend only)

in the order shown above.

Importing Data

Recommended Order of ImportAs some types of Replicon data are dependent on others, it is important to add data to Replicon in a specificusers, departments should be in place so they can be assigned to the user as they are being created. To ensurecommended that you import data in the following order:

1. Clients (TimeCost or TimeBill only)2. Departments3. Employee Types (not in WebExpense)4. Holiday Calendars (not in WebExpense)5. Pay Codes (TimeAttend or TimeOff only)6. Time Off Types (TimeAttend or TimeOff only)7. Permissions8. Currencies, and associated exchange rates9. Activities (TimeAttend or TimeBill only)10. User Basics (including external users in TimeCost or TimeBill)11. User Details

a. Department assignmentsb. Activity assignments (TimeAttend or TimeBill only)c. Time off type enabling (TimeAttend or TimeOff only)

12. Tax Codes (WebExpense only)13. Expense Codes (WebExpense only)14. Roles (TimeBill only)

15. Project Basics (TimeCost o16. Project Details (TimeCost

a. Client assignmentb. Department assigc. Expense code ena

17. Project Tasks (TimeCost o18. Project Team and Task Ass

a. Project team creab. Task assignments

19. Project Billing (TimeBill ona. Role assignmentsb. Rate assignmentsc. Rate type enablin

20. Time Off Bookings (TimeA21. Project‐Based Timesheets22. Timesheets not based on

The data can all be included in the same import file, but the items should be included in the import file

22

CHAPTER 5

th Avenue SW").u wish to provide a value for them.w must match the order specified in

ou would like it to appear in Replicon,

k the blank field. However, when edit‐left blank, the corresponding field will

below, any existing data in the Com‐

e command lines, one with the field ions but will remain unchanged for

Formatting the Data

Formatting the Data

When creating an import file, follow the command and field formatting outlined in this chapter.

Formatting OverviewKeep the following in mind when creating an import file:

• If a field value contains commas, you must put the entire value in quotations (e.g., "830, 910 - 7• The import entry only needs to include fields marked as Required. Other fields can be included if yo• The field names in the command can be in any order. However, the field values on the lines that follo

the command line. • The field names are not case sensitive. However, for any text fields, enter the field value exactly as y

including capitalization.• To leave a field blank, follow the previous value with a comma and then add a second comma to mar

ing an existing entry in Replicon, keep in mind that, if a field is include in the import and the value is be cleared in Replicon.

Leaving a value blank in the import file will clear out the existing value in Replicon. In the examplements field will be cleared for the client 123 Technology.

#CLIENTUPD,ClientName,ClientComments,ClientDefaultBillingRateABC Communications,Main client for distribution project,175123 Technology,,185

To edit a field for one entry while ensuring it remains unchanged for others, create two separatto be edited and one without. Below, the Comments field will be updated for ABC Communicat123 Technology.

#CLIENTUPD,ClientName,ClientComments,ClientDefaultBillingRateABC Communications,Main client for distribution project,175#CLIENTUP,ClientName,ClientDefaultBillingRate123 Technology,185

23

e set to if it is not included in import.

d in the section that follows.

of information that can be specified

ited to the number of characters

rual method for a time off type, each

format may be changed in the

0 PM, 17:30, or 17.50 may be used

n field is used to specify whether the , additional values are valid. Instead of

be disabled. As a result, a negative

Formatting the Data

• In the tables that follow, the Default Value if not Specified column indicates the value the field will bIf the field is included but is left blank, the corresponding Replicon field will be made blank.

• Field values must match the format indicated by the Type column in the command tables, as detaile

Understanding Field TypesThere are five types of fields available when importing data, as listed below. The field type dictates the typefor the field and how the value should be formatted.

• Text Text fields are used to specify text values, such as names, descriptions, and codes. Text fields are limshown in the Size column.

• SetSet fields are those for which only pre‐defined values are valid. For example, when specifying the accof the available options corresponds to a pre‐defined value that must be entered in the import file.

• DateBy default, date fields must be in the format dd/mm/yyyy, for example 25/01/2007. However, thisrtserver.ini file, as detailed in Specifying the Date Format on page 12.

• TimeTime fields can be formatted using any standard time format accepted by Replicon. For example, 5:3to import a time entry of 5:30 PM.

• NumericNumeric values can be either whole numbers or decimals.

• BooleanBoolean fields are used to set a flag to either Yes or No. For example, when adding a client, a booleaclient should be enabled in Replicon. While typically the values Yes or No are used for boolean fieldsYes, the values YES, Y, y, and 1 are also acceptable. NO, N, n, or 0 can be used in place of No.

Formatting of Specific FieldsBelow is additional information to assist in formatting some of the more complex fields used during import.

For most data types, the command includes a boolean field to specify whether the entry shouldvalue (No) is typically used to indicate the entry should be enabled.

24

ust match the Type selected for the ne of the values defined for the drop‐nge is specified for the UDF, must be

rked as Required in Replicon, a value

Formatting the Data

Specifying User Defined Fields

To import a value for a user defined field (UDF), the UDF must be defined in Replicon. The imported value mUDF in Replicon. For example, if a UDF is configured as a Drop-Down, the value being imported must match odown list. If a UDF is configured to be a Date, the value being imported must be a valid date and, if a date rawithin that range.

If a UDF is defined but disabled, any value specified during import will be ignored. Additionally, if a UDF is mamust be specified if the field is being included in the import. If the field is left blank, an error will occur.

25

l path of the department in the hierar‐

archy to place the department.

me name can exist in different places rchy is assigned.

any. Each of the next DeptNameLevel s at is reached. For example, consider

ould be included:

Formatting the Data ‐ Formatting Overview

Specifying Departments

To specify a department, seven DeptNameLevel fields are provided. These fields are used to provide the fulchy.

The full path must be provided when adding a department to indicate to the import utility where in the hier

The full path is required when assigning a department, either to a user or a project, as departments of the sain the hierarchy. By providing the full name, the appropriate sub‐department in the correct tree of the hiera

DeptNameLevel1 is used to specify the highest level department defined in Replicon, typically labelled Compfields is used to specify a successive department in the hierarchy until the level the desired department residethe department structure below:

To specify the department Team B, the following would be included in the import command:...DeptNameLevel1,DeptNameLevel2,DeptNameLevel3,DeptNameLevel4......Company,New York,Sales,Team B...

To add a department under the Company level, when using the #DEPTADD command on 31, the following w...DeptNameLevel1,DeptNameLevel2......Company,Chicago...

26

e task in the project hierarchy.

lace the task.

ierarchy. By providing the full name,

skNameLevel fields is used to specify r the task structure below:

ommand on 152, the following would

tendees...

Formatting the Data ‐ Command Formats

Specifying Tasks

To specify a task, ten TaskNameLevel fields are provided. These fields are used to provide the full path of th

The full path must be provided when adding a task to indicate to the import utility where in the project to p

The full path is required when editing a task, as tasks of the same name can exist in different places in the hthe appropriate sub‐task in the correct tree of the hierarchy is assigned.

TaskNameLevel1 is used to specify tasks at the highest level, right under the project level. Each of the next Taa successive task in the hierarchy until the level the desired task resides at is reached. For example, conside

To specify the task Mail invite to clients, the following would be included in the import command:...ProjectName,TaskNameLevel1,TaskNameLevel2......Fundraising Dinner,Advertising,Mail invite to clients...

To add a task under the Get quotes from three caterers level, when using the #PROJECTTASKADD cbe included:

...ProjectName,TaskNameLevel1,TaskNameLevel2,TaskNameLevel3...

...Fundraising Dinner,Catering,Get quotes from three caterers,Estimate number of at

Command FormatsThe following sections provide the details of the commands and fields used to import data.

27

billing rate. The value specified must g currency.

ault billing rate


Clients

The following commands can be used to add, edit, or delete clients in TimeCost or TimeBill.

Adding a Client — #CLIENTADD

To add a client, use the #CLIENTADD command followed by the fields in the table below.

Field Name Type Size Re‐quired

Default Value if not Speci‐fied

Description

ClientName Text 255 Yes N/A Name of the client to add

ClientCode Text 255 No Empty Code for the client

ClientComments Text 255 No Empty Comments regarding the client

ClientDefaultBillingRateCur‐rency

Text 50 No Base cur-rency select‐ed in Replicon

Currency of the client’s defaultmatch the Symbol of an existin

ClientDefaultBillingRate Nu‐meric

N/A No Empty Client’s default billing rate

ClientDefaultBillingRateDe‐scription

Text 255 No Empty Description for the client’s def

ClientAddress1 Text 255 No Empty Client’s address

ClientAddress2 Text 255 No Empty Client’s address, additional

ClientCity Text 255 No Empty Client’s City

ClientStateProvince Text 255 No Empty Client’s state or province

ClientZipPostalCode Text 255 No Empty Client’s zip code or postal code

ClientCountry Text 255 No Empty Client’s country

28

faultBillingRate,ClientAddress1ebsite,ClientInfo1)555-5555,www.abchard-

r Yes to disable the client

ser Defined Fielda. The X represents e should be entered against, from 1

. Must match the Name of an existing

nt


Example#CLIENTADD,ClientName,ClientCode,ClientComments,ClientDefaultBillingRateCurrency,ClientDe,ClientCity,ClientStateProvince,ClientZipPostalCode,ClientCountry,ClientTelephone,ClientWABC Hardware,ABC,Managed by Bob,CAD$,50,1 Main Street,Springfield,Illinois,55555,USA,(888ware.com,[email protected]

Editing a Client — #CLIENTUPD

To edit an existing client, use the #CLIENTUPD command followed by the fields in the table below.

ClientTelephone Text 255 No Empty Client’s telephone number

ClientFax Text 255 No Empty Client’s fax number

ClientWebsite Text 255 No Empty Client’s website address

ClientDisabled Bool‐ean

N/A No Enabled Enter No to enable the client o

ClientInfoX Text 255 No Empty Value to enter in Client‐type Uwhich Client‐type field the valuto 12.

a. For information on importing user defined field values, see Specifying User Defined Fields on page 24.



Description

ClientName Text 255 Yes N/A Name of the client to be editedclient.

ClientNameModify Text 255 No No change New name to assign to the clie

ClientCode Text 255 No No change New code for the client



Description

29

client

fault billing rate. The value specified xisting currency.

nt

s default billing rate

ode

r Yes to disable the client

pe User Defined Fielda. The X repre‐at the value should be entered


ClientComments Text 255 No No change New comments regarding the

ClientDefaultBillingRateCur‐rency

Text 50 No No change New currency of the client’s demust match the Symbol of an e

ClientDefaultBillingRate Nu‐meric

N/A No No change New default billing rate for clie

ClientDefaultBillingRateDe‐scription

Text 255 No No change New description for the client’

ClientAddress1 Text 255 No Empty New client address

ClientAddress2 Text 255 No Empty New client address, additional

ClientCity Text 255 No Empty New client City

ClientStateProvince Text 255 No Empty New client state or province

ClientZipPostalCode Text 255 No Empty New client zip code or postal c

ClientCountry Text 255 No Empty New client country

ClientTelephone Text 255 No Empty New client telephone number

ClientFax Text 255 No Empty New client fax number

ClientWebsite Text 255 No Empty New client website address

ClientDisabled Bool‐ean

N/A No Enabled Enter No to enable the client o

ClientInfoX Text 255 No No change New value to enter in Client‐tysents which Client‐type field thagainst, from 1 to 12.




Description

30

tment, you can assign it to a user as ojects can be made visible to users MENTADD on page 148.

ment for a project, see 146, respec‐

ust match the Name of an existing cli‐


Example#CLIENTUPD,ClientName,ClientNameModify,ClientInfo1ABC Hardware,ABC Inc.,[email protected]

Deleting a Client — #CLIENTDEL

To delete a client, use the #CLIENTDEL command followed by the fields in the table below.

Example#CLIENTDEL,ClientNameABC Inc.

DepartmentsThe commands that follow can be used to add, edit, or delete departments. Once you have created a depardetailed in User Details on page 114. Additionally, if hierarchy filtering is enabled in TimeCost or TimeBill, prwithin the department. For more information, see Assigning a Department to a Project — #PROJECTDEPART

A client can only deleted if it is not assigned to any projects. For information on changing a client assigntively.



Description

ClientName Text 255 Yes N/A Name of the client to delete. Ment.

31

Specifying Departments on page 25 NameLevel fields. When adding a ch higher level in the hierarchy must as an earlier entry in the import file.

r Defined Field a. The X represents should be entered against, from 1 to

es to disable the department


Adding a Department — #DEPTADD

To add a department, use the #DEPTADD command followed by the fields in the table below.

Example#DEPTADD,DeptNameLevel1,DeptNameLevel2,DeptNameLevel3,DeptNameLevel4,DeptCodeCompany,Chicago,,,CHICompany,Chicago,Sales,,CHI-SACompany,Chicago,Sales,Large Accounts,CHI-SA-LA



Description

DeptNameLevel1 Text 255 Yes N/A Full path of the department to add. Seefor more information on using the Deptsub‐department, the department at eaalready exist in Replicon or be included

DeptNameLevel2 Text 255






DeptCode Text 255 No Empty Code for the department

DeptComments Text 255 No Empty Comments regarding the department

DeptInfoX Text 255 No Empty Value to enter in Department‐type Usewhich Department‐type field the value 12.


DeptDisabled Bool‐ean

N/A No Enabled Enter No to enable the department or Y

32

Specifying Departments on page 25 NameLevel fields. The department .

ent

User Defined Field 1a. The X repre‐alue should be entered against, from

es to disable the department


Editing a Department — #DEPTUPD

To edit a department, use the #DEPTUPD command followed by the fields in the table below.

Example#DEPTUPD,DeptNameLevel1,DeptNameLevel2,DeptNameModify,DeptCommentsCompany,Chicago,Chicago Team,Dept in downtown Chicago



Description

DeptNameLevel1 Text 255 Yes N/A Full path of the department to edit. Seefor more information on using the Deptspecified must already exist in RepliconDeptNameLevel2 Text 255






DeptNameModify Text 255 No No change New name of the department

DeptCode Text 255 No No change New code for the department

DeptComments Text 255 No No change New comments regarding the departm

DeptInfoX Text 255 No No change New value to enter in Department‐typesents which Department‐type field the v1 to 12.


DeptDisabled Bool‐ean

N/A No No change Enter No to enable the department or Y

33

ployee type, you can assign it to a user

filtering is enabled, any projects. For ly.

ee Specifying Departments on page eptNameLevel fields.


Deleting a Department — #DEPTDEL

To delete a department, use the #DEPTDEL command followed by the fields in the table below.

Example#DEPTDEL,DeptNameLevel1,DeptNameLevel2Company,Chicago Team

Employee Types

The commands that follow can be used to add, edit, or delete employee types. Once you have created an emas detailed in Adding a User — #USERADD on page 87 and Editing a User — #USERUPD on page 97.

A department can only deleted if it or its sub‐departments are not assigned to any users or, if hierarchyinformation on removing a department assignment from a user or project, see 116 and 150, respective



Description

DeptNameLevel1 Text 255 Yes N/A Full path of the department to delete. S25 for more information on using the D







34

.

ser Defined Fielda. The X represents ue should be entered against, from 1


Adding an Employee Type — #EMPLOYEETYPEADD

To add an employee type, use the #EMPLOYEETYPEADD command followed by the fields in the table below

Example#EMPLOYEETYPEADD,EmployeeTypeName,EmployeeTypeDescriptionStudent,Education Work Program



Description

EmployeeTypeName Text 50 Yes N/A Name of the employee type to add

EmployeeTypeDe‐scription

Text 255 No Empty Description of the employee type

EmployeeTypeInfoX Text 255 No Empty Value to enter in Employee Type‐type Uwhich Employee Type‐type field the valto 20.


35

.

w.

st match the Name of an existing em‐

ype User Defined Fielda. The X repre‐he value should be entered against,


Editing an Employee Type — #EMPLOYEETYPEUPD

To edit an employee type, use the #EMPLOYEETYPEUPD command followed by the fields in the table below

Example#EMPLOYEETYPEUPD,EmployeeTypeName,EmployeeTypeNameModifyStudent,Student Spring Term

Deleting an Employee Type — #EMPLOYEETYPEDEL

To delete an employee type, use the #EMPLOYEETYPEDEL command followed by the fields in the table belo



Description

EmployeeTypeName Text 50 Yes N/A Name of the employee type to edit. Muployee type.

EmployeeType‐NameModify

Text 50 No No change New name of the employee type

EmployeeTypeDe‐scription

Text 255 No No change New description of the employee type

EmployeeTypeInfoX Text 255 No No change New value to enter in Employee Type‐tsents which Employee Type‐type field tfrom 1 to 20.


An employee type can only deleted if it is not assigned to any users.

36

you have added a holiday calendar, ERUPD on page 97.

low.

ust match the Name of an existing

liday Calendar — #HOLIDAYADD on


Example#EMPLOYEETYPEDEL,EmployeeTypeNameStudent Spring Term

Holiday Calendars

The following commands can be used to add, edit, or delete holiday calendars, also called holiday sets. Onceyou can assign it to a user as described in Adding a User — #USERADD on page 87 and Editing a User — #US

Adding a Holiday Calendar — #HOLIDAYCALENDARADD

To add a holiday calendar, use the #HOLIDAYCALENDARADD command followed by the fields in the table be

Example#HOLIDAYCALENDARADD,HolidayCalendarHolidays for Sweden



Description

EmployeeTypeName Text 50 Yes N/A Name of the employee type to delete. Memployee type.

Once you create a holiday calendar, you must add holidays to it as detailed on Adding a Holiday to a Hopage 38.



Description

HolidayCalendar Text 50 Yes N/A Name of the holiday calendar to add

37

e fields in the table below.

r which to change the name


Editing the Name of a Holiday Calendar — #HOLIDAYCALENDARUPD

To edit the name of an existing holiday calendar, use the #HOLIDAYCALENDARUPD command followed by th

Example#HOLIDAYCALENDARUPD,HolidayCalendar,HolidayCalendarModifyHolidays for Sweden,Holidays for Norway



Description

HolidayCalendar Text 50 Yes N/A Current name of the holiday calendar fo

HolidayCalendar‐Modify

Text 50 Yes No change New name of the holiday calendar

38

he table below.

he fields in the table below.

holiday to. Must match the Name of

day. Must match the full filename of icons\holidays folder in the Rep‐ of the format .gif or .jpg and no

to change the holiday. Must match

e icon for. Must match the Descrip‐


Adding a Holiday to a Holiday Calendar — #HOLIDAYADD

To add a holiday to an existing holiday calendar, use the #HOLIDAYADD command followed by the fields in t

Example#HOLIDAYADD,HolidayCalendar,HolidayDescription,HolidayDateInfo,HolidayIconHolidays for Norway,New Year’s Day,01/01/2007,NewYear.gif

Editing the Icon for a Holiday — #HOLIDAYUPD

To edit the icon for an existing holiday in a holiday calendar, use the #HOLIDAYUPD command followed by t



Description

HolidayCalendar Text 50 Yes N/A Name of the holiday calendar to add thean existing holiday set.

HolidayDescription Text 255 Yes N/A Description for the holiday

HolidayDateInfo Date N/A Yes N/A Date of the holiday

HolidayIcon Text 50 No Gener-ic.gif

Name of the icon to display for the holian existing image in the html\common\licon installation folder. The file must belarger than 16 by 16 pixels.



Description

HolidayCalendar Text 50 Yes N/A Name of the holiday calendar for whichthe Name of an existing holiday set.

HolidayDescription Text 255 Yes N/A Description for the holiday to change thtion of an existing holiday.

39

able below.

or. Must match the Date of the holi‐ field.

holiday. Must match the full filename on\icons\holidays folder in the t be of the format .gif or .jpg and

to delete the holiday Must match the

ust match the Description of an exist‐

ch the Date of the holiday specified


Example#HOLIDAYUPD,HolidayCalendar,HolidayDescription,HolidayDateInfo,HolidayIconHolidays for Norway,New Year’s Day,01/01/2007,Generic.gif

Deleting a Holiday from a Holiday Calendar — #HOLIDAYDEL

To delete a holiday from a holiday calendar, use the #HOLIDAYDEL command followed by the fields in the t

Example#HOLIDAYDEL,HolidayCalendar,HolidayDescription,HolidayDateInfoHolidays for Norway,New Year’s Day,01/01/2007

HolidayDateInfo Date N/A Yes N/A Date of the holiday to change the icon fday specified in the HolidayDescription

HolidayIcon Text 50 No No change Name of the new icon to display for the of an existing image in the html\commReplicon installation folder. The file musno larger than 16 by 16 pixels.



Description

HolidayCalendar Text 50 Yes N/A Name of the holiday calendar for which Name of an existing holiday set.

HolidayDescription Text 255 Yes N/A Description for the holiday to delete. Ming holiday.

HolidayDateInfo Date N/A Yes N/A Date of the holiday to delete. Must matin the HolidayDescription field.



Description

40

below.

you have created a pay code, you can ing a Time Off Type — #TIMEOFFCO‐

ser’s holiday calendar, see 97.

Must match the Name of an existing

Formatting the Data

Deleting a Holiday Calendar — #HOLIDAYCALENDARDEL

To delete a holiday calendar, use the #HOLIDAYCALENDARDEL command followed by the fields in the table

Example#HOLIDAYCALENDARDEL,HolidayCalendarHolidays for Norway

Pay Codes

The commands that follow can be used to add, edit, or delete pay codes in the TimeAttend or TimeOff. Onceassign it to a time off type as detailed in Adding a Time Off Type — #TIMEOFFCODEADD on page 42 and EditDEUPD on page 45.

Adding a Pay Code — #PAYCODEADD

To add a pay code, use the #PAYCODEADD command followed by the fields in the table below.

A holiday calendar can only be deleted if it is not assigned to any users. For information on changing a u



Description

HolidayCalendar Text 50 Yes N/A Name of the holiday calendar to delete.holiday set.



Description

PayCodeName Text 50 Yes N/A Name of the pay code to add

PayCodeCode Text 255 Yes N/A Code for the pay code

41

tch the Name of an existing pay code.

e

Formatting the Data

Example#PAYCODEADD,PayCodeName,PayCodeCode,PayCodeMultiplierTriple Overtime,TT,3.0

Editing a Pay Code — #PAYCODEUPD

To edit a pay code, use the #PAYCODEUPD command followed by the fields in the table below.

Example#PAYCODEUPD,PayCodeName,PayCodeCodeTriple Overtime,3OT

PayCodeDescription Text 255 No Empty Description of the pay code

PayCodeMultiplier Nu‐meric

N/A Yes N/A Pay rate multiplier for the pay code



Description

PayCodeName Text 50 Yes N/A Name of the pay code to edit. Must ma

PayCodeCode Text 255 No No change New code for the pay code

PayCodeDescription Text 255 No No change New description of the pay code

PayCodeMultiplier Text N/A No No change New pay rate multiplier for the pay cod



Description

42

at the system level of TimeAttend or

and Editing a User — #USERUPD on

atch the Name of an existing pay

fer to create a set of default policies pecify no accrual or reset settings, ime Off Policy Settings — #ANNIVER‐

Formatting the Data

Deleting a Pay Code — #PAYCODEDEL

To delete a pay code, use the #PAYCODEDEL command followed by the fields in the table below.

Example#PAYCODEDEL,PayCodeNameTriple Overtime

Time Off Types

The commands that follow can be used to add, edit, or delete time off types with one or no default policies,TimeOff.

For information on configuring an employee’s time off settings, see Adding a User — #USERADD on page 87page 97.

Adding a Time Off Type — #TIMEOFFCODEADD

To add a time off type, use the #TIMEOFFCODEADD command followed by the fields in the table below.

A pay code can only deleted if it is not selected within any time off types or overtime rules.



Description

PayCodeName Text 50 Yes N/A Name of the pay code to delete. Must mcode.

You can use this command to set up a single default policy for each new time off type. If you would prebased on the anniversary of the user’s start date, first create the time off type using this command and sand then add the set of anniversary‐based policies using the commands outlined in Adding Anniversary TSARYACCRUALADD on page 49.

By default, all time off types added through import will require booking.

43

t this type. Must match the Name of

Yes to disable the time off type

gs or entries of this type should not

to enter time off against this type. enter time off directly in their

d. Enter one of the values listed in Ta‐

e time off type. The time unit (hours e used. You cannot specify both this er field is specified, end balance of 0, if no previous policy exists.t should be carried over from the pre‐it (hours or days) set in System Pref‐ both this field and BalanceSetTo. of previous time off policy will be

to the balance for this time off type. on page 59.alance. Enter one of the values listed e accrual type selected.

Formatting the Data



Description

TimeOffName Text 255 Yes N/A Name of the time off type to addTimeOffDescription Text 255 No Empty Description of the time off typePayCode Text 50 Yes N/A Pay code to use for time entered agains

an existing pay code.IsTimeOffDisabled Bool‐

eanN/A No Enabled (Yes) Enter No to enable the time off type or

DisplayOnCalendar Bool‐ean

N/A No Enabled (Yes) Enter No to specify that time off bookindisplay on time off calendars.

IsBookingRequired Bool‐ean

N/A No Enabled (Yes) Enter Yes if users must make a bookingEnter No if users can make a booking ortimesheet against this type.

TrackInTsAs Set N/A No Do not track in timesheet

How time off for this type will be trackeble 1 on page 58.

BalanceSetTo Nu‐meric

N/A No Previous bal‐ance, if one ex‐ists, or 0

Enter the default starting balance for thor days) set in System Preferences will bfield and BalanceCarryUpTo. If neithprevious time off policy will be used, or

BalanceCarryUpTo Nu‐meric


Enter the maximum amount of time thavious policy’s end balance. The time unerences will be used. You cannot specifyIf neither field is specified, end balanceused, or 0, if no previous policy exists.

AccrueType Set N/A No No Accrue The interval at which time will be addedEnter one of the values listed in Table 2

AccrueDate Set N/A Yes, if Accrue-Type specified

N/A The days on which to add time to the bin Table 3 on page 60, depending on th

44

the balance at the specified interval. d to display time off in hours, this val‐ours. Note that only one of Accrue‐fied. If both are specified, the

the balance at the specified interval. d to display time off in days, this val‐ys. Note that only one of AccrueDays both are specified, the AccrueHours

ted basis, based on what proportion rked. Enter No for no prorating to oc‐r more information on accrual prorat‐

s time off type will be reset. Enter one 9.Enter one of the values listed in Table pe selected.

e balance to at the specified interval. d to display time off in hours, this val‐urs. Note that only one of ResetDays both are specified, the ResetHours

e balance to at the specified interval. d to track time off in days, this value . Note that only one of ResetDays or h are specified, the ResetHours value

Formatting the Data

AccrueDays Nu‐meric

N/A Yes, if Accrue-Type specified

N/A The amount of time, in days, to add to If the System Preferences are configureue will automatically be converted to hDays or AccrueHours needs to be speciAccrueHours value will be used.

AccrueHours Nu‐meric


N/A The amount of time, in hours, to add toIf the System Preferences are configureue will automatically be converted to daor AccrueHours needs to be specified. Ifvalue will be used.

AccrueProrated Bool‐ean

N/A No Enabled (Yes) Enter Yes to accrue time off on a proraof the preceding accrual period was wocur. Refer to the Replicon online help foing.

ResetType Set N/A No No Reset The interval at which the balance for thiof the values listed in Table 2 on page 5

ResetDate Set N/A Yes, if Reset-Type specified

N/A The days on which to reset the balance. 3 on page 60, depending on the reset ty

ResetDays Nu‐meric

N/A Yes, if Reset-Type specified

N/A The amount of time, in days, to reset thIf the System Preferences are configureue will automatically be converted to hoor ResetHours needs to be specified. If value will be used.

ResetHours Nu‐meric


N/A The amount of time, in hours, to reset thIf the System Preferences are configurewill automatically be converted to daysResetHours needs to be specified. If botwill be used.



Description

45

ccrueDays,ResetType,ResetDate,R

lt time off policy, use the #TIMEOFF-

cific ResetDays or ResetHours value. e value of the existing, pre‐reset bal‐r ResetHours value specified. the balance can be overdrawn. If the e off type is set to Hours, this value . Note that only one of MaximumOv‐s needs to be specified. If both are s value will be used.c

h the balance can be overdrawn. If time off type is set to Days,this value . Note that only one of MaximumOv‐s needs to be specified. If both are s value will be used.c

sary Time Off Policy Settings — #AN‐

the import. For example, to update eDays fields. If only the AccrueDays

t do not apply to banked time are in‐

Formatting the Data

Example#TIMEOFFCODEADD,TimeOffName,IsBookingRequired,PayCode,TrackInTsAs,AccrueType,AccrueDate,AesetDaysVacation,No,Time Off,Days Remaining,Monthly,15,1,Semi-Annually,"January, July 1st",5

Editing a Time Off Type — #TIMEOFFCODEUPD

To edit general settings for any time off type, or to edit policy settings for time off types with a single defauCODEUPD command followed by the fields in the table below.

IsResetToMax Bool‐ean

N/A No Disabled (No) Enter No to reset the balance to the speEnter Yes to make the reset balance thance, to a maximum of the ResetDays o

MaximumOverdraw‐Days

Nu‐meric

N/A No No maximum The maximum number of days by whichEntered In field for the system‐level timwill automatically be converted to hourserdrawDays or MaximumBalanceHourspecified, the MaximumOverdrawHour

MaximumOver‐drawHours

Nu‐meric

N/A No No maximum The maximum number of hours by whicthe Entered In field for the system‐levelwill automatically be converted to dayserdrawDays or MaximumBalanceHourspecified, the MaximumOverdrawHour

To edit a set of default policies based on the anniversary of the user’s start date, refer to Editing AnniverNIVERSARYACCRUALUPD on page 53.

To modify the accrual or reset settings, all of the accrual or reset fields, respectively, must be specified inan accrual to 1.5 days instead of 1 day, the import must include the AccrueType, AccrueDate, and Accrufield is specified, the accrual amount will not be updated.

The Time Off in Lieu time off type (used to bank time) can be updated using this command. If fields thacluded in the import file, they will be ignored.



Description

46

match the Name of an existing time

Yes to disable the time off type

gs or entries of this type should not if you would like bookings or entries

to enter time off against this type. enter time off directly in their

d. Enter one of the values listed in Ta‐he current setting.

e time off type. The time unit (hours e used. You cannot specify both this er field is specified, end balance of 0, if no previous policy exists.

t should be carried over from the pre‐it (hours or days) set in System Pref‐ both this field and BalanceSetTo. of previous time off policy will be

Formatting the Data



Description

TimeOffName Text 255 Yes N/A Name of the time off type to edit. Mustoff type.

TimeOffNameModify Text 255 No No change New name of the time off type

TimeOffDescription Text 255 No No change New description of the time off type

PayCode Text 50 No No change New pay code for the time off type

IsTimeOffDisabled Bool‐ean

N/A No No change Enter No to enable the time off type or

DisplayOnCalendar Bool‐ean

N/A No No change Enter No to specify that time off bookindisplay on time off calendars. Enter Yesof this type to display on calendars.

IsBookingRequired Bool‐ean

N/A No No change Enter Yes if users must make a bookingEnter No if users can make a booking ortimesheet against this type.

TrackInTsAs Set N/A No No change How time off for this type will be trackeble 1 on page 58 if you wish to change t







47

to the balance for this time off type. on page 59.

alance. Enter one of the values listed accrual type selected.




his time off type will be reset. Enter ge 59.

. Enter one of the values listed in Ta‐t type selected.

Formatting the Data

AccrueType Set N/A No No change New interval at which time will be addedEnter one of the values listed in Table 2


No change, unless the ac‐crual type has changed

New days on which to add time to the bin Table 3 on page 60 depending on the




New amount of time, in days, to add toIf the System Preferences are configureue will automatically be converted to hDays or AccrueHours needs to be speciAccrueHours value will be used.




New amount of time, in hours, to add toIf the System Preferences are configureue will automatically be converted to daor AccrueHours needs to be specified. Ifvalue will be used.



ResetType Set N/A No No change New interval at which the balance for tone of the values listed in Table 2 on pa


No change, unless the re‐set type has changed

New days on which to reset the balanceble 3 on page 60 depending on the rese



Description

48


the balance to at the specified inter‐gured to display time off in days, this days. Note that only one of Reset‐ed. If both are specified, the Re‐

ified ResetDays or ResetHours value. e value of the existing, pre‐reset bal‐r ResetHours value specified.

the balance can be overdrawn. If the e off type is set to Hours, this value . Note that only one of MaximumOv‐urs needs to be specified. If both are s value will be used.c

h the balance can be overdrawn. If time off type is set to Days,this value . Note that only one of MaximumOv‐s needs to be specified. If both are s value will be used.c

Formatting the Data

Example#TIMEOFFCODEUPD,TimeOffName,TimeOffNameModify,AccrueType,AccrueDate,AccrueDaysVacation,Earned Vacation,Monthly,15,1.25




New amount of time, in days, to reset thIf the System Preferences are configureue will automatically be converted to hoor ResetHours needs to be specified. If value will be used.




New amount of time, in hours, to resetval. If the System Preferences are confivalue will automatically be converted toDays or ResetHours needs to be specifisetHours value will be used.


N/A No No change, unless the re‐set type has changed

Enter No to reset the balance to the specEnter Yes to make the reset balance thance, to a maximum of the ResetDays o


Nu‐meric


The maximum number of days by whichEntered In field for the system‐level timwill automatically be converted to hourserdrawDays or MaximumOverdrawHospecified, the MaximumOverdrawHour


Nu‐meric


The maximum number of hours by whicthe Entered In field for the system‐levelwill automatically be converted to dayserdrawDays or MaximumBalanceHourspecified, the MaximumOverdrawHour



Description

49

FCODEDEL command followed by the

e the #ANNIVERSARYACCRUALADD

off type cannot be deleted.


e off type, you can add additional ing a time off type, refer to Adding a

Formatting the Data

Deleting a Time Off Type — #TIMEOFFCODEDEL

To delete a time off type with a single default time off policy or no default policies defined, use the #TIMEOFfields in the table below.

Example#TIMEOFFCODEDEL,TimeOffNameEarned Vacation

Adding Anniversary Time Off Policy Settings — #ANNIVERSARYACCRUALADD

To add a set of default policies based on anniversaries of the user’s start date to an existing time off type, uscommand followed by the fields in the table below.

A time off type can only deleted if no time has been entered against the type. The Time Off in Lieu time



Description

TimeOffName Text 255 Yes N/A Name of the time off type to delete. Mtime off type.

You can only add these settings to an existing time off type. If anniversary policies already exist for a timpolicies using the fields below, providing each policy has a unique effective date. For information on addTime Off Type — #TIMEOFFCODEADD on page 42.



Description

TimeOffName Text 255 Yes N/A Name of the time off type to add

50

tering the amount of time from the r example, enter 0 to use user’s start o make the effective date 1 year, tiveDateUnit you enter) from the

teOffset, either days, months or

e time off type. The time unit (hours e used. You cannot specify both this er field is specified, end balance of 0, if no previous policy exists.t should be carried over from the pre‐it (hours or days) set in System Pref‐ both this field and BalanceSetTo. of previous time off policy will be



Formatting the Data

EffectiveDateOffset Inte‐ger

N/A Yes N/A Specify the policy’s effective date by enuser’s start date to the effective date. Fodate as the effective date, and enter 1 tmonth or day (depending on the Effecuser’s start date.

EffectiveDateUnit Set N/A Yes N/A Specify the units for the EffectiveDayears.







AccrueType Set N/A No No Accrue The interval at which time will be addedEnter one of the values listed in Table 2


N/A The days on which to add time to the bin Table 3 on page 60, depending on th



N/A The amount of time, in days, to add to If the System Preferences are configureue will automatically be converted to hDays or AccrueHours needs to be speciAccrueHours value will be used.



Description

51



s time off type will be reset. Enter one 9.Enter one of the values listed in Table pe selected.

ance up to the reset specified, enter


e balance to at the specified interval. d to track time off in days, this value . Note that only one of ResetDays or h are specified, the ResetHours value

Formatting the Data



N/A The amount of time, in hours, to add toIf the System Preferences are configureue will automatically be converted to daor AccrueHours needs to be specified. Ifvalue will be used.



ResetType Set N/A No No Reset The interval at which the balance for thiof the values listed in Table 2 on page 5


N/A The days on which to reset the balance. 3 on page 60, depending on the reset ty

IsResetCarryUpTo Bool‐ean

N/A No No Enter Yes to carry over the existing balNo to enter a specific reset value.



N/A The amount of time, in days, to reset thIf the System Preferences are configureue will automatically be converted to hoor ResetHours needs to be specified. If value will be used.



N/A The amount of time, in hours, to reset thIf the System Preferences are configurewill automatically be converted to daysResetHours needs to be specified. If botwill be used.



Description

52

rueType,AccrueDate,AccrueDays,

for this time off type while this policy lue are lost. If the Entered In field for ays, this value will automatically be f MaximumBalanceDays or Maxi‐d. If both are specified, the Maxi‐


h the balance can be overdrawn. If time off type is set to Days,this value . Note that only one of MaximumOv-urs needs to be specified. If both are s value will be used.c

the balance can be overdrawn. If the e off type is set to Hours, this value s. Note that only one of MaximumOv-urs needs to be specified. If both are s value will be used.c

Formatting the Data

Example#ANNIVERSARYACCRUALADD,TimeOffName,EffectiveDateOffset,EffectiveDateUnit,BalanceSetTo,AccAccrueProrated,ResetType,ResetDate,ResetHoursVacation,0,Years,0,Yearly,Anniversary,15,Yes,,,Vacation,1,Years,0,Yearly,Anniversary,15,No,Yearly,May 31,0Vacation,3,Years,0,Yearly,Anniversary,20,No,Yearly,May 31,0

MaximumBalance‐Hours

Nu‐meric

N/A No No maximum The maximum balance a user can carry is in effect. Days accrued beyond this vathe system‐level time off type is set to Dconverted to days. Note that only one omumBalanceHours needs to be specifiemumBalanceHours value will be used.

MaximumBalance‐Days

Nu‐meric

N/A No No maximum The maximum balance a user can carry is in effect. Days accrued beyond this vathe system‐level time off type is set to Dconverted to days. Note that only one omumBalanceHours needs to be specifiemumBalanceHours value will be used.


Nu‐meric

N/A No No maximum The maximum number of hours by whicthe Entered In field for the system‐levelwill automatically be converted to dayserdrawDays or MaximumOverdrawHospecified, the MaximumOverdrawHour


Nu‐meric

N/A No No maximum The maximum number of days by whichEntered In field for the system‐level timwill automatically be converted to hourerdrawDays or MaximumOverdrawHospecified, the MaximumOverdrawHour



Description

53

LUPD command followed by the fields

DEUPD on page 45.

the import. For example, to update eDays fields. If only the AccrueDays

you wish to edit by entering the te to the effective date. For example, fective date, and enter 1 to make the pending on the EffectiveDate-ate.teOffset, either days, months or

eDateOffset, either days, months

for the time off type. The time unit es will be used. You cannot specify . If neither field is specified, end bal‐sed, or 0, if no previous policy exists. that should be carried over from the unit (hours or days) set in System ecify both this field and BalanceS-lance of previous time off policy will s.

Formatting the Data

Editing Anniversary Time Off Policy Settings — #ANNIVERSARYACCRUALUPD

To edit a set of default policies based on anniversaries of the user’s start date, use the #ANNIVERSARYACCRUAin the table below.

For information on editing other time off type settings, refer to Editing a Time Off Type — #TIMEOFFCO

To modify the accrual or reset settings, all of the accrual or reset fields, respectively, must be specified inan accrual to 1.5 days instead of 1 day, the import must include the AccrueType, AccrueDate, and Accrufield is specified, the accrual amount will not be updated.



Description

TimeOffName Text 255 Yes N/A Name of the time off type to editEffectiveDateOffset Inte‐

gerN/A Yes N/A Specify the effective date of the policy

amount of time from the user’s start daenter 0 to use user’s start date as the efeffective date 1 year, month or day (deUnit you enter) from the user’s start d


NewEffectiveDa‐teOffset

Inte‐ger

N/A No No change Specify the policy’s new effective date.

NewEffectiveDate‐Unit

Set N/A No No change Specify the units for the new Effectivor years.



Enter the new default starting balance (hours or days) set in System Preferencboth this field and BalanceCarryUpToance of previous time off policy will be u



Enter the new maximum amount of timeprevious policy’s end balance. The timePreferences will be used. You cannot spetTo. If neither field is specified, end babe used, or 0, if no previous policy exist

54





his time off type will be reset. Enter ge 59.. Enter one of the values listed in Ta‐et type selected.

ance up to the reset specified, enter

Formatting the Data

AccrueType Set N/A No No Accrue New interval at which time will be addedEnter one of the values listed in Table 2


N/A New days on which to add time to the bin Table 3 on page 60, depending on th



N/A New amount of time, in days, to add toIf the System Preferences are configureue will automatically be converted to hDays or AccrueHours needs to be speciAccrueHours value will be used.



N/A New amount of time, in hours, to add toIf the System Preferences are configureue will automatically be converted to daor AccrueHours needs to be specified. Ifvalue will be used.



ResetType Set N/A No No Reset New interval at which the balance for tone of the values listed in Table 2 on pa


N/A New days on which to reset the balanceble 3 on page 60, depending on the res

IsResetCarryUpTo Bool‐ean

N/A No No Enter Yes to carry over the existing balNo to enter a specific reset value.



Description

55


the balance to at the specified inter‐gured to track time off in days, this days. Note that only one of Reset‐ed. If both are specified, the Re‐


for this time off type while this policy lue are lost. If the Entered In field for Days, this value will automatically be f MaximumBalanceDays or Maxi‐d. If both are specified, the Maxi‐

ich the balance can be overdrawn. If time off type is set to Days,this value . Note that only one of MaximumOv‐s needs to be specified. If both are s value will be used.c

Formatting the Data



N/A New amount of time, in days, to reset thIf the System Preferences are configureue will automatically be converted to hoor ResetHours needs to be specified. If value will be used.



N/A New amount of time, in hours, to resetval. If the System Preferences are confivalue will automatically be converted toDays or ResetHours needs to be specifisetHours value will be used.

MaximumBalance‐Hours

Nu‐meric

N/A No No maximum New maximum balance a user can carryis in effect. Days accrued beyond this vathe system‐level time off type is set to Dconverted to days. Note that only one omumBalanceHours needs to be specifiemumBalanceHours value will be used.c

MaximumBalance‐Days

Nu‐meric

N/A No No maximum New maximum balance a user can carryis in effect. Days accrued beyond this vathe system‐level time off type is set to converted to days. Note that only one omumBalanceHours needs to be specifiemumBalanceHours value will be used.c


Nu‐meric

N/A No No maximum New maximum number of hours by whthe Entered In field for the system‐levelwill automatically be converted to dayserdrawDays or MaximumBalanceHourspecified, the MaximumOverdrawHour



Description

56

rueType,AccrueDate,AccrueDays,

ERSARYACCRUALDEL command fol‐

the balance can be overdrawn. If the e off type is set to Hours, this value . Note that only one of MaximumOv‐s needs to be specified. If both are s value will be used.c

page 49.

you wish to delete by entering the te to the effective date. For example, fective date, and enter 1 to make the pending on the EffectiveDate-ate.teOffset, either days, months or

Formatting the Data

Example#ANNIVERSARYACCRUALUPD,TimeOffName,EffectiveDateOffset,EffectiveDateUnit,BalanceSetTo,AccAccrueProrated,ResetType,ResetDate,ResetHours,MaximumOverdrawHoursVacation,0,Years,0,Yearly,Anniversary,15,Yes,,,,9Vacation,1,Years,0,Yearly,Anniversary,20,No,Yearly,May 31,0,9Vacation,3,Years,0,Yearly,Anniversary,25,No,Yearly,May 31,0,9

Deleting Anniversary Time Off Policy Settings — #ANNIVERSARYACCRUALDEL

To delete settings for a set of default policies based on anniversaries of the user’s start date, use the #ANNIVlowed by the fields in the table below.


Nu‐meric

N/A No No maximum The maximum number of days by whichEntered In field for the system‐level timwill automatically be converted to hourserdrawDays or MaximumBalanceHourspecified, the MaximumOverdrawHour

For information on deleting a time off type, refer to Deleting a Time Off Type — #TIMEOFFCODEDEL on



Description

TimeOffName Text 255 Yes N/A Name of the time off type to deleteEffectiveDateOffset Inte‐

gerN/A Yes N/A Specify the effective date of the policy

amount of time from the user’s start daenter 0 to use user’s start date as the efeffective date 1 year, month or day (deUnit you enter) from the user’s start d




Description

57
Formatting the Data
Example#ANNIVERSARYACCRUALDEL,TimeOffName,EffectiveDateOfSet,EffectiveDateUnitEarned Vacation,0,days

58

aining under the time n System Preferences rs and Days Remain-e selected in Replicon.en under the time off ystem Preferences are ays Taken is entered n.ut the time remaining

Formatting the Data

Table 1: Time Off Tracking Options

Valid Values DescriptionDays Remaining Calendar, bookings, and timesheets will show the amount of time rem

off type. Note that this option is used regardless of whether the Replicoare set to display time off in days or hours. If time off is tracked in houing is entered in the import file, the Hours Remaining option will b

Days Taken Calendar, bookings, and timesheets will show the amount of time taktype. Note that this option is used regardless of whether the Replicon Sset to track time off in days or hours. If time off is tracked in hours and Din the import file, the Hours Taken option will be selected in Replico

Do not track in Timesheet

Calendar, bookings, and timesheets will not show any information aboor taken against the time off type.

59

ied in the AccrueDate rs field.ied in the AccrueDate rs field.n the AccrueDate field. d. the AccrueDate field. d. the AccrueDate field. d.the AccrueDate field. d.

Formatting the Data

Table 2: Accrual Type Options

Valid Values DescriptionNo Accrue Time will not be added to the balance for this time off type.Weekly Time will be added to the balance on a weekly basis on the day specif

field. The amount to add is specified in the AccrueDays or AccrueHouBi‐weekly Time will be added to the balance every two weeks on the days specif

field. The amount to add is specified in the AccrueDays or AccrueHouSemi‐Monthly Time will be added to the balance twice a month on the days specified i

The amount to add is specified in the AccrueDays or AccrueHours fielMonthly Time will be added to the balance once a month on the day specified in

The amount to add is specified in the AccrueDays or AccrueHours fielSemi‐Annually Time will be added to the balance twice a year on the days specified in

The amount to add is specified in the AccrueDays or AccrueHours fielYearly Time will be added to the balance once a year on the day specified in

The amount to add is specified in the AccrueDays or AccrueHours fiel

60
Formatting the Data
Table 3: Accrual and Reset Date Options

Accrual or Reset Type Valid AccrualDate or ResetDate Values

No Accrue or No Re‐set

No value required

Weekly One of the following:• Sunday• Monday• Tuesday• Wednesday• Thursday• Friday• Saturday

Semi‐Monthly One of the following:• 1&16• 2&17• 3&18• 4&19• 5&20• 6&21• 7&22• 8&23

• 9&24• 10&25• 11&26• 12&27• 13&28• 14&29• 15&Last

Monthly A day of the month from 1 to 31 , or Anniversarya

61

rmissions can be assigned to users to permissions are split into two types

ace, any day from 1st 15th and September re to specify the day in he value has a comma sing a text editor.

Anniversary to use

date is May 3, the dding or editing a Time Off Policy Policy Settings

Formatting the Data

PermissionsThe commands that follow allow you to add, edit, or delete permission profiles in Replicon. Once added, peprovide them access to Replicon’s features, as detailed in User Basics on page 87. In TimeCost and TimeBill, based on whether the permission can be assigned to standard users or to external users.

Semi‐Annually One of the following:• January, July dd• February, August dd• March, September dd• April, October dd• May, November dd• June, December dd

where dd is the ordinal day of the two months the accrual is to take plto 31st, or Anniversarya. For example, to accrue time on March15th, enter “March, September 15th”. For this accrual type, be suordinal format; for example, enter 2nd instead of 2. Additionally, as tin it, surround the value in quotes if you are creating the import file u

Yearly A day of the year in the format month dd, such as January 1. Enterthe anniversary of the user’s start date.

a. Enter Anniversary to specify the anniversary of the user’s start date. For example, if the user’s startaccrual or reset will occur on the 3rd day of the appropriate month. This option is available only when aset of policies based on users’ anniversaries, using the following commands: Adding Anniversary Settings — #ANNIVERSARYACCRUALADD on page 49 or Editing Anniversary Time Off— #ANNIVERSARYACCRUALUPD on page 53.

Table 3: Accrual and Reset Date Options

Accrual or Reset Type Valid AccrualDate or ResetDate Values

62

the fields in the table below.

e available for standard users or Yes TimeCost or TimeBill only.

ble is listed. Enter one of the values

must be repeated for each value to be

er categories, use the

permission. Enter one of the actions must be listed under the category permission is being created for exter‐ to external user permissions, as

ile or Yes to disable the permission

Formatting the Data

Adding a Permission Profile — #PERMISSIONADD

To add a permission profile that can be assigned to users, use the #PERMISSIONADD command followed by

Example#PERMISSIONADD,PermissionName,ActionType,AddAction,AddAction,AddAction



Description

PermissionName Text 50 Yes N/A Name of the permission profile to add

PermissionDescrip‐tion

Text 255 No Empty Description for the permission profile

IsExternalUser Bool‐ean

N/A No Permission profile is for standard us‐ers

Enter No if the permission profile is to bif it applies to external users. Applies to

ActionType Set N/A Yes N/A Category under which the action to enalisted in Table 4 on page 67.

AddActiona

a. This field can be listed multiple times to assign additional actions within the category. In the command line, the field name assigned. For example, to assign three Administration actions to the user, enter the following in the import file:

...AddAction,AddAction,AddAction...

...AddHolidays,AddEmployeeTypes,AddThemes...Note that you can only enable actions within one category when adding a permission profile. To enable actions within oth#PERMISSIONUPD command on 64.

Set N/A Yes N/A Name of the action to enable within thelisted in Table 4 on page 67. The actionspecified in the ActionType field. If the nal users, the action must be applicableshown in Table 4.

PermissionStatus Bool‐ean

N/A No Enabled Enter No to enable the permission profprofile

63
Formatting the Data
Finance Manager,Administration,AddCurrencies,EditCurrencies,DeleteCurrencies

64

w.

file

ble or disable is listed. Enter one of

must be repeated for each value to be

permission. Enter one of the actions must be listed under the category permission is for external users, the ser permissions, as shown in Table 4.

permission. Enter one of the actions must be listed under the category ust be currently enabled within the

ile or Yes to disable the permission

Formatting the Data

Editing a Permission Profile — #PERMISSIONUPD

To modify a permission profile, use the #PERMISSIONUPD command followed by the fields in the table belo



Description

PermissionName Text 50 Yes N/A Name of the permission profile to edit

PermissionName‐Modify

Text 50 No No change New name of the permission profile

PermissionDescrip‐tion

Text 255 No No change New description for the permission pro

ActionType Set N/A Yes, if adding or re‐moving actions

N/A Category under which the action to enathe values listed in Table 4 on page 67.

AddActiona

a. This field can be listed multiple times to assign additional actions within the category. In the command line, the field name assigned. For example, to assign three Administration actions to the user, enter the following in the import file:

...AddAction,AddAction,AddAction...

...AddHolidays,AddEmployeeTypes,AddThemes...

Set N/A No No change Name of the action to enable within thelisted in Table 4 on page 67. The actionspecified in the ActionType field. If the action must be applicable to external u

RemoveActiona Set N/A No No change Name of the action to disable within thelisted in Table 4 on page 67. The actionspecified in the ActionType field and mpermission profile.

PermissionStatus Bool‐ean

N/A No No change Enter No to enable the permission profprofile

65
Formatting the Data
Example#PERMISSIONUPD,PermissionName,ActionType,AddAction,AddAction,RemoveActionFinance Manager,Administration,,,DeleteCurrenciesFinance Manager,Projects,EditAllProjectExpenses,EditRoles

66

w.

e

Formatting the Data

Deleting a Permission Profile — #PERMISSIONDEL

To delete a permission profile, use the #PERMISSIONDEL command followed by the fields in the table belo

Example#PERMISSIONDEL,PermissionNameFinance Manager

A permission profile can only be deleted if it is not assigned to any users.



Description

PermissionName Text 50 Yes N/A Name of the permission profile to delet

67

Edition/Module it Applies To

Applies to Exter‐nal User Permis‐sionsc

Formatting the Data

Table 4: Permission Action Type and Action Optionsa b

Valid Action‐Type Values

Name of Action in Replicon Valid Action Value to Specify in Import

SYSTEM ACTIONS

68

TimeAttend, TimeCost, Time‐Bill

No

WebExpense

AllTimeAttend

TimeAttend


WebExpense

TimeAttend, TimeBill



Formatting the Data

Administration Set Up Timesheet Periods SetUpTimesheetPeriodsSend Broadcast Messages SendBroadcastAdd/Edit Disclaimers ModifyDisclaimersMark Expenses as Paid MarkExpensesAsPaidMark Expenses as Not Paid MarkExpensesAsNotPaidModify Preferences ModifyPreferencesOverride Validation on Historical Timesheets (Submit) ValidationOverrideSubmitOverride Validation on Historical Timesheets (Approve) ValidationOverrideAdminAp‐

proveHistorical Time Off Submit TimeOffRequestHistorySubmit

Approve TimeOffRequestHistoryApproveReject TimeOffRequestHistoryRejectEdit TimeOffRequestHistoryEditDelete TimeOffRequestHistoryDelete

Historical Timesheets Submit TimesheetSubmitReopen TimesheetReopenApprove TimesheetApproveReject TimesheetRejectEdit AdminEditTimesheetDelete TimesheetDeleteOffline TimesheetOffline

Historical Expenses Submit UseSubmitExpenseReopen UseReopenExpenseApprove UseApproveExpenseReject ExpensesRejectEdit AdminEditExpenseDelete UseDeleteExpense

Activities View ViewActivitiesEdit EditActivitiesAdd AddActivitiesDelete DeleteActivities




69

TimeAttend, TimeBill

No

All

All

All

TimeAttend, TimeCost, Time‐Bill, TimeOff

WebExpense

TimeAttend, TimeCost, Time‐Bill, TimeOff

TimeAttend, Tim‐eOff

WebExpense



Formatting the Data

Administration Business Rules View ViewBusinessRulesEdit EditBusinessRulesAdd AddBusinessRulesDelete DeleteBusinessRules

Currencies View ViewCurrenciesEdit EditCurrenciesAdd AddCurrenciesDelete DeleteCurrencies

Departments View ViewDepartmentsEdit EditDepartmentsAdd AddDepartmentsDelete DeleteDepartments

E‐mail Notifications View ViewEmailNotificationsEdit EditEmailNotifications

Employee Types View ViewEmployeeTypesEdit EditEmployeeTypesAdd AddEmployeeTypesDelete DeleteEmployeeTypes

Expense Codes View ViewExpenseCodesEdit EditExpenseCodesAdd AddExpenseCodesDelete DeleteExpenseCodes

Holidays View ViewHolidaysEdit EditHolidaysAdd AddHolidaysDelete DeleteHolidays

Pay Codes View ViewPayCodesEdit EditPayCodesAdd AddPayCodesDelete DeletePayCodes

Payment Methods View ViewPaymentMethods




70

All No

WebExpense

All


All

All

TimeAttend, TimeBillAll

All

All



Formatting the Data

Administration System/License Info View ViewSystemLicenseInfoEdit EditSystemLicenseInfoAdd AddSystemLicenseInfoDelete DeleteSystemLicenseInfo

Tax Codes View ViewTaxCodesEdit EditTaxCodesAdd AddTaxCodesDelete DeleteTaxCodes

Themes and Custom Logos View ViewThemesEdit EditThemesAdd AddThemesDelete DeleteThemes

Time Off Types View ViewTimeOffCodesEdit EditTimeOffCodesAdd AddTimeOffCodesDelete DeleteTimeOffCodes

User Defined Fields View ViewUserDefinedFieldsEdit EditUserDefinedFieldsDelete DeleteUserDefinedFields

Users View ViewUsersEdit EditUsersAdd AddUsersDelete DeleteUsers

Users ‐ Business Rules View ViewUserBusinessRulesEdit EditUserBusinessRules

Users ‐ Access Rights View ViewUsersAccessRightsEdit EditUsersAccessRights

Users ‐ Activities View ViewUsersActivitiesEdit EditUsersActivities

Users ‐ Advanced Settings View ViewUsersAdvancedSettingsEdit EditUsersAdvancedSettings




71

TimeCost, Time‐Bill

No

TimeAttend

All

All




Formatting the Data

Administration Users ‐ Hourly Cost View ViewUserHourlyCostEdit EditUserHourlyCost

Users ‐ Hourly Payroll View ViewUserHourlyPayrollEdit EditUserHourlyPayroll

Users ‐ Login View ViewUsersLoginEdit EditUsersLoginAdd AddUsersLogin

Users ‐ Seat Assignments View ViewUserSeatAssignmentEdit EditUserSeatAssignment

Users ‐ Time Off Settings View ViewUsersTimeOffSettingsEdit EditUsersTimeOffSettings




72


YesNo

TimeBill


TimeBill


YesNoYesNoNo

TimeCost, Time‐Bill + WebExpenseTimeCost, Time‐BillTimeBill



Formatting the Data

Projects Client/External Approver ClientProject Leader ProjectLeaderAdd/Delete Project Notes JournalMenuProductivity ProMaxEdit User Productivity ProMaxEditUserProductivityProductivity Preferences ProMaxPreferencesEdit Productivity Data Generation Settings EditDashboardsView Company Productivity ProMaxCompanyProductivityView Department Productivity ProMaxGroupsProductivityView User Productivity ProMaxIndividualsProductivityClients View ViewClients

Edit EditClientsAdd AddClientsDelete DeleteClients

Roles View ViewRolesEdit EditRolesAdd AddRolesDelete DeleteRoles

All Projects View ViewAllProjectsDelete DeleteAllProjects

All Projects ‐ Assignments/Team View ViewAllProjectAssignmentsEdit EditAllProjectAssignments

All Projects ‐ Departments Edit EditAllProjectDepartmentsAll Projects ‐ Expenses View ViewAllProjectExpenses

Edit EditAllProjectExpensesAll Projects ‐ Project Information View ViewAllProjectInformation

Edit EditAllProjectInformationAll Projects ‐ Rates View ViewAllProjectRates

Edit EditAllProjectRates




73

TimeBill NoTimeCost, Time‐Bill

TimeCost, Time‐Bill + WebExpenseTimeCost, Time‐BillTimeBill




Formatting the Data

Projects All Projects ‐ Roles Edit EditAllProjectRolesAll Projects ‐ Task Information View ViewAllProjectTasks

Edit EditAllProjectTasksProject Leader’s Projects View ViewProjects

Add AddProjectsDelete DeleteProjects

Project Leader’s Projects ‐ Assign‐ments/Team

View ViewProjectAssignmentsEdit EditProjectAssignments

Project Leader’s Projects ‐ Depart‐ments

Edit EditProjectDepartments

Project Leader’s Projects ‐ Expenses View View Project ExpensesEdit EditProjectExpenses

Project Leader’s Projects ‐ Project In‐formation

View ViewProjectInformationEdit EditProjectInformation

Project Leader’s Projects ‐ Rates View ViewProjectRatesEdit EditProjectRates

Project Leader’s Projects ‐ Roles Edit EditProjectRolesProject Leader’s Projects ‐ Task Infor‐mation

View ViewProjectTasksEdit EditProjectTasks




74


No

TimeAttendTimeCost, Time‐BillTimeAttend + TimeCost or Time‐Bill

TimeAttendTimeAttend, TimeCost, Time‐BillTimeBillTimeAttend, TimeCost, Time‐BillTimeCost, Time‐BillTimeAttend, TimeCost, Time‐BillTimeAttend, TimeCost or Time‐Bill + TimeOff



Formatting the Data

Timesheet Use Timesheet Standard or In‐Out

Enable the ClassicTimesheet and InOutTimesheet actions

Standard ClassicTimesheetIn‐Out InOutTimesheetLocked In‐Outd LockedInOutTimesheet

Allow time to be entered (if using TimeAttend only) NonProjectTimesheetAllow time to be entered (if using TimeCost or TimeBill only)

ProjectTimesheet

Allow time to be entered (if using TimeAttend and TimeCost or TimeBill)

<Both> Enable the NonProjectTimesheet and ProjectTimesheet actions

Without requir‐ing...

NonProjectTimesheet

Against projects ProjectTimesheetEnter time against time off types not requiring booking TimeOffTimesheetUnsubmit timesheet UnsubmitTimesheetAllow reopen of timesheet after approval ReopenTimesheet

View/select billing options for projects/tasks BillingTimesheetAllow overlapping time for In‐Out timesheet OverlappingTimeAllow copying from previous timesheets AllowCopyPreviousTime

Show task progress in timesheet TimesheetTaskProgress

Allow blank timesheet comments AllowBlankTimesheetCommentsAllow blank resubmission comments AllowBlankResubmitComment

Show Summary of Time by Pay Code TimesheetHoursSummary




75


No

TimeAttend No



Formatting the Data

Timesheet Timesheet Hours User Defined Field #1 TimesheetEntryUDF1Timesheet Hours User Defined Field #2 TimesheetEntryUDF2Timesheet Hours User Defined Field #3 TimesheetEntryUDF3Timesheet Hours User Defined Field #4 TimesheetEntryUDF4Timesheet Hours User Defined Field #5 TimesheetEntryUDF5Timesheet Row User Defined Field #1 TaskTimesheetUDF1Timesheet Row User Defined Field #2 TaskTimesheetUDF2Timesheet Row User Defined Field #3 TaskTimesheetUDF3Timesheet Row User Defined Field #4 TaskTimesheetUDF4Timesheet Row User Defined Field #5 TaskTimesheetUDF5Timesheet User Defined Field #1 ReportPeriodUDF1Timesheet User Defined Field #2 ReportPeriodUDF2Timesheet User Defined Field #3 ReportPeriodUDF3Timesheet User Defined Field #4 ReportPeriodUDF4Timesheet User Defined Field #5 ReportPeriodUDF5Holiday Calendar ListStatHolidaysAllow entry of arbitrary e‐mail address for Offline TimeSheet

UseArbitraryEmail

Use the Stopwatch TimesheetStopwatchShow Activities in Timesheet TimesheetDisplayActivities

Timecard Use Timecard UseTimecardUse Timecard Dashboard UseTimecardDashboardTimecard Admin View TimecardAdminView

Edit TimecardAdminEditAdd TimecardAdminAddDelete TimecardAdminDelete




76


No

WebExpense NoTimeCost or Time‐Bill + WebExpense

WebExpense



Formatting the Data

TimeOff View calendar ViewCalendarView calendar ‐ Display other user’s approved bookings DisplayOthersBookingsView calendar ‐ Allow export to Outlook OutlookExportView calendar ‐ Allow use of iCal feed iCalFeedSubmit time off bookings TimeOffBookingUserEdit/delete future time off bookings EditFutureTimeOffBookingUserTime Off User Defined Field #1 TimeOffUDF1Time Off User Defined Field #2 TimeOffUDF2Time Off User Defined Field #3 TimeOffUDF3Time Off User Defined Field #4 TimeOffUDF4Time Off User Defined Field #5 TimeOffUDF5

Expenses Enter Expenses (if not using TimeCost or TimeBill) NonProjectExpenseEnter Expenses (if using TimeCost or TimeBill

<Both> Enable the NonProjectExpense and ProjectExpense actions

Not Project Spe‐cific

NonProjectExpense

Project Specific ProjectExpenseOverride exchange rates OverrideExchangeRateOverride amount for rated expenses OverrideRatedExpenseAmountUnsubmit expense sheet UnsubmitExpenseAllow entry of arbitrary e‐mail address for Offline Ex‐pense

UseArbitraryEmailExp




77

All NoTimeCost, Time‐Bill

Yes

All

TimeAttend

All

TimeAttend

WebExpense




Formatting the Data

Approvals Supervisor SupervisorShow task progress in timesheets awaiting approval ApprovalTaskProgress

Allow blank rejection comments ApproverAllowBlankRejectCom‐ment

View timecards from timesheet ApproverViewTimecardsEdit timecard entries from timesheet ApproverEditTimecardsTimesheet ‐ Time Information Approve ApproveTimesheetTask

Edit ApproverEditTimesheetTaskView All ApproverViewAllTimesheetTask

Timesheet ‐ Time Off Approve ApproveTimesheetTimeOffEdit ApproverEditTimesheetTimeOffView All ApproverViewAllTimesheetTim‐

eOffExpense Approve ApproveExpense

Edit ApproverEditExpenseView All ApproverViewAllExpense

Time Off Booking Approve ApproveTimeOffBooking




78


No

TimeAttend, TimeBillTimeCost, Time‐Bill


All

TimeAttend

WebExpense

TimeCost, Time‐BillTimeAttend, TimeCost, Time‐Bill



Formatting the Data

Integration Can authorize integration application IntegrationSetup

Billing Integration for QuickBooks IntegrationQBI

Integration Manager for Microsoft Project IntegrationMSPIIntegration Manager... ‐ Integrate with Microsoft Project Standard/Professional

IntegrationMSPIStdPro

Integration Manager... ‐ Integrate with Microsoft Project Server

IntegrationMSPIServer

Integration Manager... ‐ Override permissions to allow exporting of all data in Replicon

GeneralExport

Integration Manager... ‐ Override permissions to allow importing of all data in Replicon

GeneralImport

Data Exports DataExportsData Exports ‐ Add Public Exports AddPublicExportData Exports ‐ Delete Public Exports DeletePublicExportData Exports ‐ Add/Delete Private Exports AddDeletePrivateExportData Exports ‐ Edit Export Settings EditExportSettingsData Exports ‐ ADP Web Applications FFFB0B18‐7158‐42F7‐963C‐

7EFD64B6320EData Exports ‐ ADP: PC/Payroll v5.1 BC1DE8E5‐ADBE‐4430‐B269‐

5B57E16D31E8Data Exports ‐ Expense Raw Data Export C28098B9‐F3B6‐4C39‐9AA9‐

BED5488467B0Data Exports ‐ Project Raw Data Export F51E54D2‐979D‐400C‐9A5C‐

DA15E1340011Data Exports ‐ Timesheet Raw Data Export ECDF4441‐87F8‐42D1‐BFFD‐

06E4F39096A7




79

TimeAttend NoTimeAttend + TimeBill + WebEx‐penseTimeAttend

All Yes

NoYes

All Yes

No

Yes

TimeBill


No

TimeAttend

be automatically enabled.

ime actions. If you try to import



Formatting the Data

Integration QuickBooks IIF Exports QuickBooksExportQuickBooks IIF Exports ‐ Expense Export to QuickBooks Expense Export

QuickBooks IIF Exports ‐ Time Off Export to QuickBooks Time Off ExportQuickBooks IIF Exports ‐ Timesheet Export to Quick‐Books

Timesheet Export

Settings Preferences UserPreferencesChange internal e‐mail address ChangeEmailChange external e‐mail address ChangeExternalEmailChange password ChangePasswordSubstitute user SelectSubstituteUser

REPORTS ACTIONSe

Reports Can View All Report Data CanViewAllReportDataAllow Entry of arbitrary e‐mail address for reports UseArbitraryEmailReportAdd/Delete Report Schedules AddDeleteScheduledReportsAdd Public Reports AddPublicReportDelete Public Reports DeletePublicReportAdd/Delete Private Reports AddDeletePrivateReportEdit Report Settings EditReportSettingsShow billable rates and amounts ReportsShowProjectBillingDataShow billable hours ReportsShowBillableHoursShow project cost data ReportsShowProjectCostData

Show payroll data ReportsShowPayrollDataa. The available permission actions depend on the features enabled and the licenses entered in Replicon.b. For actions with View, Edit, Add, and Delete options, if you enable the Edit, Add, or Delete option, the View option will c. External user permissions are only available in TimeCost and TimeBill.d. This LockedInOutTimesheet action cannot be used with the TimesheetStopwatch, AllowCopyPrevious, and OverlappingT

LockedInOutTimesheet with one or more of those three actions, only the LockedInOutTimesheet action will be enabled.e. For additional report permission action values, contact Replicon Customer Support.




80

to create an exchange rate history for

ncy

, following the formula:

rrency defined in Replicon

y being added

y or Yes to disable the currency

Formatting the Data

CurrenciesThe commands that follow can be used to add, edit, or delete currencies. Additional commands are providedthe currencies.

Adding a Currency — #CURRENCYADD

To add a currency, use the #CURRENCYADD command followed by the fields in the table below.

Example#CURRENCYADD,CurrencyName,CurrencySymbol,CurrencyExchangeRateSouth African Rand,ZAR,7.055



Description

CurrencyName Text 50 Yes N/A Name of the currency to add

CurrencySymbol Text 16 Yes N/A Symbol to display for the curre

CurrencyExchangeRate Nu‐meric

N/A Yes N/A Exchange rate for the currencyBC = ER * CUR

where:BC = 1 unit of the Base CuER = Exchange rateCUR = 1 unit of the currenc

IsCurrencyDisabled Bool‐ean

N/A No Enabled Enter No to enable the currenc

81

sociated with it. Additional exchange nd allows you to update the existing rrency — #EXCHANGERATEADD on


y to edit. Must match the Symbol of ncyName.

currency

rency, following the formula:


y being added

y or Yes to disable the currency

Formatting the Data

Editing a Currency — #CURRENCYUPD

To edit a currency, use the #CURRENCYUPD command followed by the fields in the table below.

Example#CURRENCYUPD,CurrencyName,CurrencySymbol,CurrencyExchangeRateSouth African Rand,ZAR,7.057

Each currency defined in Replicon has a default exchange rate, which does not have an effective date asrates can be added with effective dates to create an exchange rate history. The #CURRENCYUPD commadefault exchange rate. To add a new exchange rate to the history, see Adding an Exchange Rate to a Cupage 82.



Description

CurrencyName Text 50 Yes N/A Name of the currency to edit. Mcurrency.

CurrencySymbol Text 16 Yes N/A Current symbol for the currencthe currency specified in Curre

CurrencySymbolModfiy Text 16 No No change New symbol to display for the


N/A Yes No change New exchange rate for the curBC = ER * CUR


IsCurrencyDisabled Bool‐ean

N/A No No change Enter No to enable the currenc

82

lds in the table below.

te

e exchange rate to. Must match the

the exchange rate to. Must match cified in CurrencyName.

rrency, following the formula:


y being added

rate

Formatting the Data

Adding an Exchange Rate to a Currency — #EXCHANGERATEADD

To add an exchange rate to an existing currency, use the #EXCHANGERATEADD command followed by the fie

Example#EXCHANGERATEADD,CurrencyName,CurrencySymbol,CurrencyExchangeRate,ExchangeRateEffectiveDaSouth African Rand,ZAR,7.072,12/01/2007



Description

CurrencyName Text 50 Yes N/A Name of the currency to add thName of an existing currency.

CurrencySymbol Text 16 Yes N/A Symbol for the currency to addthe Symbol of the currency spe


N/A Yes N/A Exchange rate to add to the cuBC = ER * CUR


ExchangeRateEffectiveDate Date N/A Yes N/A Effective date for the exchange

83

lowed by the fields in the table below.

te

#EXCHANGERATEADD command.

h to edit the exchange rate. Must currency.

ich to edit the exchange rate. Must ncy specified in CurrencyName.

ting effective date, following the for‐


y being added

rate being modified. Must match the change rate for the currency.

Formatting the Data

Editing an Exchange Rate for a Currency — #EXCHANGERATEUPD

To edit the rate for an existing entry in the exchange rate history, use the #EXCHANGERATEUPD command fol

Example#EXCHANGERATEUPD,CurrencyName,CurrencySymbol,CurrencyExchangeRate,ExchangeRateEffectiveDaSouth African Rand,ZAR,7.079,12/01/2007

To change the exchange rate for a date other than an effective date already in the rate history, use the



Description

CurrencyName Text 50 Yes N/A Name of the currency for whicmatch the Name of an existing

CurrencySymbol Text 16 Yes N/A Symbol for the currency for whmatch the Symbol of the curre


N/A Yes N/A New exchange rate for the exismula:

BC = ER * CUR


ExchangeRateEffectiveDate Date N/A Yes N/A Effective date for the exchangeEffective Date of an existing ex

84

EL command followed by the fields in

the exchange rates from. Must currency.

ete the exchanges rate from. Must ncy specified in CurrencyName.

. Must match the Name of an existing

ete. Must match the Symbol of the Name.

Formatting the Data

Deleting Exchange Rates from a Currency — #EXCHANGERATEDEL

To delete all exchange rates other than the default from a currency’s rate history, use the #EXCHANGERATEDthe table below.

Example#EXCHANGERATEDEL,CurrencyName,CurrencySymbolSouth African Rand,ZAR

Deleting a Currency — #CURRENCYDEL

To delete a currency, use the #CURRENCYDEL command followed by the fields in the table below.



Description

CurrencyName Text 50 Yes N/A Name of the currency to deletematch the Name of an existing

CurrencySymbol Text 16 Yes N/A Symbol for the currency to delmatch the Symbol of the curre

A currency can only deleted if it is not used on any expense sheets or within any projects.



Description

CurrencyName Text 50 Yes N/A Name of the currency to deletecurrency.

CurrencySymbol Text 16 Yes N/A Symbol for the currency to delcurrency specified in Currency

85

ou can assign it to users, as detailed in

mands. Yes indicates the activity is

o disable the activity

Formatting the Data

Example#CURRENCYDEL,CurrencyName,CurrencySymbolSouth African Rand,ZAR

Activities

The commands that follow can be used to add, edit, or delete activities. Once you have created an activity, yAssigning an Activity to a User — #USERACTIVITYADD on page 117.

Adding an Activity — #ACTIVITYADD

To add an activity, use the #ACTIVITYADD command followed by the fields in the table below.

Example#ACTIVITYADD,ActivityName,ActivityCodeProcessing Invoices,INV

Activities must be enabled in the Replicon System Preferences in order to use these commands.

The ActivityEnabled field operates opposite of the status field for the majority of the other import comenabled.



Description

ActivityName Text 50 Yes N/A Name of the activity to add

ActivityCode Text 50 No Empty Code for the activity

ActivityDescription Text 255 No Empty Description for the activity

ActivityEnabled Bool‐ean

N/A No Enabled Enter Yes to enable the activity or No t

86

h the Name of an existing activity.

o disable the activity

t.

tch the Name of an existing activity.

Formatting the Data

Editing an Activity — #ACTIVITYUPD

To edit an activity, use the #ACTIVITYUPD command followed by the fields in the table below.

Example#ACTIVITYUPD,ActivityName,ActivityDescriptionProcessing Invoices,Processing invoices for payment

Deleting an Activity — #ACTIVITYDEL

To delete an activity, use the #ACTIVITYDEL command followed by the fields in the table below.

Example#ACTIVITYDEL,ActivityName



Description

ActivityName Text 50 Yes N/A Name of the activity to edit. Must matc

ActivityNameModify Text 50 No No change New name of the activity

ActivityCode Text 50 No No change New code for the activity

ActivityDescription Text 255 No No change New description for the activity

ActivityEnabled Bool‐ean

N/A No No change Enter Yes to enable the activity or No t

An activity can only be deleted if is it not assigned to any users and time has not been entered against i



Description

ActivityName Text 50 Yes N/A Name of the activity to delete. Must ma

87

ted for each employee and can be al User, on the other hand, is usually ser is associated with a client. For

import or manual entry. As a result,

userot duplicate an existing user’s login Integrated Windows authentication, . If using Active Directory authentica‐ame or sAMAccountName. If using ’s SAML login name.

Formatting the Data

Processing Invoices

User BasicsThe commands that follow can be used to add, edit, or delete users and external users.

Adding a User — #USERADD

To add a standard user, use the #USERADD command followed by the fields in the table below.

TimeCost and TimeBill support for two types of users: Users and External Users. A User is typically creaprovided full access to Replicon's features. A user is associated with one or more departments. An Externcreated when someone external to the organization requires limited access to Replicon. Each external umore information, see the Replicon Help.

In order to specify a supervisor for a user, that supervisor must already exist in Replicon, either throughit is recommended that you import users from the top of your organizational structure down.



Description

FirstName Text 50 Yes N/A First name of the userLastName Text 50 Yes N/A Last name of the userEmployeeID Text 255 No Empty Employee ID of the userEmail Text 255 No Empty Internal e‐mail address of the LoginName Text 255 Yes N/A Login name of the user. Must n

name. If using Windows NT orthe user’s Windows login nametion, the user’s userPrincipleNSAML authentication, the user

88

gn to the user. One of the following

ation, which uses a login name and password

NT or Active Directory authentication (only Directory login verification is enabled in the

tion (only valid if SAML authentication is erences)

n, this field defines the initial pass‐e Force password change on next lo‐these users added via the import

thentication, this field must be in‐alue you enter does not define the us‐er any ‘dummy’ value, at least 6 rd field.

NT or Active Directory server. Only e Directory authenticaton is being

e user or Yes to disable login for the er will not be able to access the sys‐

Formatting the Data

AuthenticationType Set N/A Yes, if using Win‐dows NT/Ac‐tive Di‐rectory, or SAML authen‐tica‐tion

Replicon au‐thentication

Authentication method to assivalues:

• WTS for Replicon authenticspecific to Replicon

• WindowsNT for Windows valid if Windows NT/Active System Preferences)

• SAML for SAML Authenticaenabled in the System Pref

Password Text 50 Yes, if using Repli‐con or Integrat‐ed Win‐dows authen‐tication

N/A If using Replicon authenticatioword of the user. Note that thgin option will be enabled for utility.If using Integrated Windows aucluded to avoid an error ‐ the ver’s password. In this case, entcharacters long, in the Passwo

Domain Text 50 Yes, if using Win‐dows NT/Ac‐tive Di‐rectory authen‐tication

N/A Domain name of the Windowsapplies if Windows NT or Activused by the user.

IsUserDisabled Bool‐ean

N/A No Login enabled Enter No to enable login for thuser. If login is disabled, the ustem.



Description

89

r. To specify the department, you full path in the hierarchy from the e level of the desired department. For ng Departments on page 25. To spec‐nments, see User Details on page

r one of the values listed in Table 5 on

ter one of the values listed in Table 5

r. Must match the Name of an exist‐

ser. Must match the Name of an ex‐y assigned to the user.atch the Login Name of an existing ns include the Supervisor option.t goes into effectt ends user. Must match the Name of an ex‐

hat applies to the user. One of the fol‐yee Type, or Department.

Formatting the Data

DeptNameLevel1 Text 255 Yes N/A Primary department of the usemust specify the department’shighest department level to thmore information, see Specifyiify additional department assig114.

DeptNameLevel2 Text 255DeptNameLevel3 Text 255DeptNameLevel4 Text 255DeptNameLevel5 Text 255DeptNameLevel6 Text 255DeptNameLevel7 Text 255AddSeatAssignmenta Set N/A No All seats en‐

abled in your instance

Seat to assign to the user. Entepage 110.

RemoveSeatAssignmenta Set N/A No N/A Seat to remove for the user. Enon page 110.

AddUserPermissiona Text 50 No All seats en‐abled in your instance

Permission to assign to the useing user permission.

RemoveUserPermissiona Text 50 No N/A Permission to remove for the uisting user permission currentl

SupervisorLoginName Text 255 No No supervisor Supervisor of the user. Must muser whose assigned permissio

SupervisorStartDate Date N/A No No date Date the supervisor assignmenSupervisorEndDate Date N/A No No date Date the supervisor assignmenEmployeeTypeName Text 50 No First employ‐

ee type listed on the Em‐ployee Types page

Employee type to assign to theisting employee type.

TimesheetPeriodType Set N/A No System The type of timesheet period tlowing values: System, Emplo



Description

90

ost. The value specified must match ency. Applies to TimeCost or TimeBill

s to TimeCost or TimeBill only.

hourly cost rate for the user. Applies

ayroll rate. The value specified must g currency. Applies to TimeAttend us‐

r. Applies to TimeAttend users only.

hourly payroll rate for the user. Ap‐.billing rate. The value specified must g currency. Applies to TimeBill users is enabled in the System Preferences.r. Applies to TimeBill users when Use in the System Preferences.mesheets. Must match the Approval sheet approval path in Replicon.

Formatting the Data

StartDate Date N/A No Date user is imported

Start date of the user

EndDate Date N/A No No date End date of the userCostHourlyRateCurrency Text 50 No Base cur-

rency select‐ed in Replicon

Currency of the user’s hourly cthe Symbol of an existing curronly.

CostHourlyRate Nu‐meric

N/A No 0 Hourly cost for the user. Applie

CostHourlyRateEffectiveDate Date N/A No Date of initial rate

Effective date of the specified to TimeCost or TimeBill only.

PayrollHourlyRateCurrency Text 50 No Base cur-rency select‐ed in Replicon

Currency of the user’s hourly pmatch the Symbol of an existiners only.

PayrollHourlyRate Nu‐meric

N/A No 0 Hourly payroll rate for the use

PayrollHourlyRateEffective‐Date

Date N/A No Date of initial rate

Effective date of the specified plies to TimeAttend users only

DefaultBillingCurrency Text 50 No Base cur-rency select‐ed in Replicon

Currency of the user’s default match the Symbol of an existinwhen Use billing information

DefaultBillingRate Nu‐meric

N/A No None Default billing rate for the usebilling information is enabled

TimesheetApprovalPath Text 255 No Default timesheet ap‐proval path selected in Replicon

Approval path for the user’s tiPath Name of an existing time



Description

91

me off bookings. Must match the Ap‐g time off approval path in Replicon. Off users only.

pense sheets. Must match the Ap‐g expense approval path in Replicon. for the Expense module.

er Defined Fieldb. The X represents should be entered against, from 1 to

y by the user

into effect for the user calculations. Enter one of the values pplies to TimeAttend users only.

ser. Enter one of the days of the

he user. Enter one of the days of the

Formatting the Data

TimeOffRequestApprovalPath Text 255 No Default time off approval path selected in Replicon

Approval path for the user’s tiproval Path Name of an existinApplies to TimeAttend or Time

ExpenseApprovalPath Text 255 No Default ex‐pense approv‐al path selected in Replicon

Approval path for the user’s exproval Path Name of an existinOnly applicable with a license

UserInfoX Text 255 No Empty Value to enter in User‐type Uswhich User‐type field the value50.

HoursPerDay Nu‐meric

N/A No Default hours per day de‐fined in Sys‐tem Preferences

Standard hours worked per da

HoursPerDayEffectiveDate Date N/A No No date Date the hours per day comesWorkWeek Set N/A No Default work

week for overtime de‐fined in Sys‐tem Preferences

User’s work week, for overtimelisted in Table 5 on page 110. A

AddDayOffa Set N/A No Default week‐ly days off de‐fined in System Pref‐erences

Weekly day off to add for the uweek, such as Monday.

RemoveDayOffa Set N/A No N/A Weekly day off to remove for tweek, such as Monday.



Description

92


the values listed in Table 8 on page

ser’s timesheets. Must match the ule. Applies to TimeAttend users only.into effect for the user. Applies to

nger in effect for the user. Applies to

user’s timesheets. Must match the rule. Applies to TimeAttend or Time‐

into effect for the user. Applies to nly.nger in effect for the user. Applies to nly.cify an initial balance or change the lt values for the user. Must match the pe. (As all time off types enabled in user by default, this field is only re‐nged.) Applies to TimeAttend or Tim‐

Formatting the Data

HolidayCalendar Text 50 No No holiday calendar

Holiday calendar for the user. holiday calendar.

TimeZone Text N/A No Default time zone defined in System Preferences

User’s time zone, Enter one of113.

OvertimeRuleName Text 50 No No rule Overtime rule to apply to the uName of an existing overtime r

OvertimeRuleStartDate Date N/A No No date Date the overtime rule comes TimeAttend users only.

OvertimeRuleEndDate Date N/A No No date Date the overtime rule is no loTimeAttend users only.

TimesheetValidationRuleNa‐me

Text 50 No No rule Validation rule to apply to the Name of an existing validationBill users only.

TimesheetValidationRule‐StartDate

Date N/A No No date Date the validation rule comesTimeAttend or TimeBill users o

TimesheetValidationRuleEnd‐Date

Date N/A No No date Date the validation rule is no loTimeAttend or TimeBill users o

AddUserTimeOff Text 50 No All time off types enabled at the system level are en‐abled for the user

Time off type for which to spetime off policy from their defauName of an existing time off tythe system are assigned to thequired if settings are to be chaeOff users only.



Description

93

the user under the time off type If the Entered In field for the system‐urs, this value will automatically be owedDays and AllowedHours are alue will be used. Applies to TimeAt‐

w the user under the time off type If the Entered In field for the system‐s, this value will automatically be con‐Days and AllowedHours are speci‐ill be used. Applies to TimeAttend or

cy (initial balance, accrual settings, re‐) comes into effect. If the date of im‐licy will be overwritten. Otherwise, a ition to the default policy (the default for the time off type, effective the eAttend or TimeOff users only.ddUserTimeOff, specify one of the

olicy’s balance the value of the expiring policy’s bal‐wedDays or AllowedHours value specified. If no the carry over value defaults to 0. policy’s balance the value of the expiring policy’s

balance to the specified AllowedDays or Allowed‐ues are specified, the balance will be set to 0.

Off users only.be regularly added to the balance for serTimeOff. Enter one of the values plies to TimeAttend or TimeOff users

Formatting the Data

AllowedDays Nu‐meric

N/A No 0 Initial balance, in days, to allowspecified in AddUserTimeOff. level time off type is set to Hoconverted to hours. If both Allspecified, the AllowedHours vtend or TimeOff users only.

AllowedHours Nu‐meric

N/A No 0 Initial balance, in hours, to allospecified in AddUserTimeOff. level time off type is set to Dayverted to days. If both Allowedfied, the AllowedHours value wTimeOff users only.

AsOfDate Date N/A Yes, if time off settings specified

N/A Date on which the time off poliset settings, maximum balanceport is specified, the default ponew policy will be added in addpolicy will include the defaultsdate of import). Applies to Tim

CarryOver Set N/A No None (i.e. bal‐ance will be set to speci‐fied Allowed‐Days or Allowed‐Hours)

For time off type entered for Afollowing:

• CarryOver ‐ to make the new pance, to a maximum of the Allo‘Allowed’ values are specified,

• PreviousBalance ‐ to make thebalance.

• None ‐ to set the new policy’s Hours value. If no ‘Allowed’ val

Applies to TimeAttend or TimeAccrueType Set N/A No System‐level

default for the time off type

The interval at which time will time off type specified in AddUlisted in Table 2 on page 59. Aponly.



Description

94

to the balance. Enter one of the val‐0, depending on the accrual type se‐or TimeOff users only.

o add to the balance at the specified for the system‐level time off type is tomatically be converted to hours. ays or AccrueHours needs to be spec‐ AccrueHours value will be used.c Ap‐f users only.to add to the balance at the specified for the system‐level time off type is matically be converted to days. Note r AccrueHours needs to be specified. eHours value will be used.c Applies to nly.n a prorated basis for this time off n of the preceding accrual period was ing to occur. Refer to the Replicon on‐ on accrual prorating. Applies to Time‐

ce for this time off type will be reset. n Table 2 on page 59. Applies to Time‐

balance. Enter one of the values listed ng on the reset type selected. Applies s only.

Formatting the Data

AccrueDate Set N/A Yes, if Accrue‐Type specified

System‐level default for the time off type

The days on which to add timeues listed in Table 3 on page 6lected. Applies to TimeAttend


N/A Yes, if Accrue‐Type specified


The amount of time, in days, tinterval. II the Entered In fieldset to Hours, this value will auNote that only one of AccrueDified. If both are specified, theplies to TimeAttend or TimeOf




The amount of time, in hours, interval. If the Entered In fieldset to Days, this value will autothat only one of AccrueDays oIf both are specified, the AccruTimeAttend or TimeOff users o


N/A No Enabled (Yes) Enter Yes to accrue time off otype, based on what proportioworked. Enter No for no proratline help for more informationAttend or TimeOff users only.

ResetType Set N/A No System‐level default for the time off type

The interval at which the balanEnter one of the values listed iAttend or TimeOff users only.

ResetDate Set N/A Yes, if Reset‐Type specified


The days on which to reset the in Table 3 on page 60, dependito TimeAttend or TimeOff user



Description

95

reset the balance to at the specified for the system‐level time off type is tomatically be converted to hours. ys or ResetHours needs to be speci‐ResetHours value will be used.c Ap‐f users only.o reset the balance to at the specified for the system‐level time off type is matically be converted to days. Note ResetHours needs to be specified. If ours value will be used.c Applies to nly.o the specified ResetDays or Re‐ake the reset balance the value of the a maximum of the ResetDays or Re‐ies to TimeAttend or TimeOff users

ys. If the Entered In field for the sys‐o Hours, this value will automatically at only one of MaximumBalanceDays eds to be specified. If both are speci‐urs value will be used.c Applies to nly.urs. If the Entered In field for the sys‐ Days,this value will automatically be nly one of MaximumBalanceDays or s to be specified. If both are specified, alue will be used.c Applies to TimeAt‐

Formatting the Data


N/A Yes, if Reset‐Type specified


The amount of time, in days, tointerval. If the Entered In fieldset to Hours, this value will auNote that only one of ResetDafied. If both are specified, the plies to TimeAttend or TimeOf




The amount of time, in hours, tinterval. If the Entered In fieldset to Days, this value will autothat only one of ResetDays or both are specified, the ResetHTimeAttend or TimeOff users o


N/A No Disabled (No) Enter No to reset the balance tsetHours value. Enter Yes to mexisting, pre‐reset balance, to setHours value specified. Applonly.

MaximumBalanceDays Nu‐meric

N/A No No maximum The limit on the balance, in datem‐level time off type is set tbe converted to hours. Note thor MaximumBalanceHours nefied, the MaximumBalanceHoTimeAttend or TimeOff users o

MaximumBalanceHours Nu‐meric

N/A No No maximum The limit on the balance, in hotem‐level time off type is set toconverted to days. Note that oMaximumBalanceHours needthe MaximumBalanceHours vtend or TimeOff users only.



Description

96

by which the balance can be over‐r the system‐level time off type is set atically be converted to hours. Note rdrawDays or MaximumBalance‐ both are specified, the MaximumOv‐d.c Applies to TimeAttend or TimeOff

s by which the balance can be over‐r the system‐level time off type is set ically be converted to days. Note that wDays or MaximumBalanceHours re specified, the MaximumOver‐ Applies to TimeAttend or TimeOff us‐

user. Must match the Name of an ex‐ TimeAttend or TimeOff users only.

r the user. Enter one of the values list‐

r the user. Enter one of the values

e must be repeated for each value to

Formatting the Data

MaximumOverdrawDays Nu‐meric

N/A No No maximum The maximum number of daysdrawn. If the Entered In field foto Hours, this value will automthat only one of MaximumOveHours needs to be specified. IferdrawHours value will be useusers only.

MaximumOverdrawHours Nu‐meric

N/A No No maximum The maximum number of hourdrawn. If the Entered In field foto Days, this value will automatonly one of MaximumOverdraneeds to be specified. If both adrawHours value will be used.cers only.

RemoveUserTimeOffa Text 50 No All time off types enabled at the system level are en‐abled for the user

Time off type to disable for theisting time off type. Applies to

AddUserEmailNotificationa Set N/A No See Table 7 on page 112

E‐mail notification to enable foed in Table 7 on page 112.

RemoveUserEmailNotificatio‐na

Set N/A No See Table 7 on page 112

E‐mail notification to disable folisted in Table 7 on page 112.

a. This field can be listed multiple times to assign or disable additional values for the user. In the command line, the field nambe assigned. For example, to assign three e-mail notifications to the user, enter the following in the import file:

...AddUserEmailNotification,AddUserEmailNotification,AddUserEmailNotification...

...Timesheet Due,Timesheet Overdue,Timesheet Waiting...b. For information on importing user defined field values, see Specifying User Defined Fields on page 24.



Description

97

lHourlyRate,AddUserPermis-

- Billable”(UTC+01:00) Sara-

w.

in the import. For example, to change

f the user

r

ust not duplicate an existing user’s NT or Integrated Windows authenti‐gin name. If using Active Directory rPrincipleName or sAMAccount‐ication, the user’s SAML login name

Formatting the Data

Example#USERADD,FirstName,LastName,Email,LoginName,Password,DeptNameLevel1,DeptNameLevel2,Payrolsion,TimeZoneJohn,Davies,[email protected],jdavies,password,Company,Development,135,Project Resourcejevo, Skopje, Warsaw, Zagreb”

Editing a User — #USERUPD

To edit the settings for a standard user, use the #USERUPD command followed by the fields in the table belo

c. To change the amount to accrue or reset to from the default values, the full set of accrual or reset fields must be specifiedthe default accrual of 1.25 days on the 1st of every month to 1.5 days every month, enter the following in the import file:

...AddUserTimeOff,AllowedDays,AsOfDate,AccrueType,AccrueDate,AccrueDays...

...Sick,3,Jan 1 07,Monthly,1,1.5...

The update will not occur if AccrueDays is specified without AccrueType and AccrueDate.



Description

FirstName Text 50 No No change New first name of the user

LastName Text 50 No No change New last name of the user

EmployeeID Text 255 No No change New employee ID of the user

Email Text 255 No No change New internal e‐mail address o

LoginName Text 255 Yes N/A Current login name of the use

NewLoginName Text 255 No No change New login name of the user. Mlogin name. If using Windowscation, the user’s Windows loauthentication, the user’s useName. If using SAML authent

98

ign to the user. One of the following

ication, which uses a login name and pas‐

s NT or Active Directory authentication (only Directory login verification is enabled in the

cation (only valid if SAML authentication is ferences)

nly applies if Replicon or Integrated ing used by the user.uthentication, this field must be in‐ value you enter does not define the enter any ‘dummy’ value, at least 6 ord field.

s or Active Directory server. Only ap‐ Directory authentication is being

e user or Yes to disable login for the ser will not be able to access the sys‐

Formatting the Data

AuthenticationType Set N/A No N/A Authentication method to assvalues:

• WTS for Replicon authentword specific to Replicon

• WindowsNT for Windowvalid if Windows NT/ActiveSystem Preferences)

• SAML for SAML Authentienabled in the System Pre

Password Text 50 Yes, if NewLog‐in‐Name specified

No change New password for the user. OWindows authentication is beIf using Integrated Windows acluded to avoid an error ‐ theuser’s password. In this case,characters long, in the Passw

Domain Text 50 Yes, if NewLog‐in‐Name specified

No change Domain name of the Windowplies if Windows NT or Activeused by the user.

IsUserDisabled Bool‐ean

N/A No No change Enter No to enable login for thuser. If login is disabled, the utem.



Description

99

he user. To specify the department, ent’s full path in the hierarchy from to the level of the desired depart‐see Specifying Departments on page

e user. Enter one of the values in Ta‐

r the user. Enter one of the values in

er. Must match the Name of an exist‐

user. Must match the Name of an ex‐tly assigned to the user.

ust match the Login Name of an ex‐rmissions include the Supervisor op‐pervisor assignments, whether e all replaced.

nment goes into effect

Formatting the Data

DeptNameLevel1 Text 255 No No change New primary department of tyou must specify the departmthe highest department levelment. For more information, 25.







AddSeatAssignment Text 50 No No change Seat assignment to add for thble 5 on page 110.

RemoveSeatAssignment Text 50 No No change Seat assignment to remove foTable 5 on page 110.

AddUserPermissiona Text 50 No No change Permission to assign to the using user permission.

RemoveUserPermissiona Text 50 No No change Permission to remove for theisting user permission curren

SupervisorLoginName Text 255 No No change New supervisor of the user. Misting user whose assigned petion. Note that any existing sucurrent or for other dates, ar

SupervisorStartDate Date N/A No No change, or no date if a new supervi‐sor is specified

Date the new supervisor assig



Description

100

nment ends

to the user. Must match the Name of

riod that applies to the user. One of , Employee Type, or Department.

urly cost. The value specified must ing currency. Applies to TimeCost or

Applies to TimeCost or TimeBill only.

hourly cost rate for the user. If no r the user, a new rate will be created. ill only.

rly cost rate you want to delete. Ap‐only.

urly payroll rate. The value specified existing currency. Applies to TimeAt‐

e user. Applies to TimeAttend users

Formatting the Data

SupervisorEndDate Date N/A No No change, or no date if a new supervi‐sor is specified

Date the new supervisor assig

EmployeeTypeName Text 50 No No change New employee type to assignan existing employee type.

TimesheetPeriodType Set N/A No No change The new type of timesheet pethe following values: System

StartDate Date N/A No No change New start date of the user

EndDate Date N/A No No change New end date of the user

CostHourlyRateCurrency Text 50 No No change New currency of the user’s homatch the Symbol of an existTimeBill only.

CostHourlyRate Nu‐meric

N/A No No change New hourly cost for the user.

CostHourlyRateEffectiveDate Date N/A No Date of initial rate

Effective date of the specifiedcost rate of this date exists foApplies to TimeCost or TimeB

RemoveCostHourlyRateEffec‐tiveDate

Date N/A No N/A The effective date of the houplies to TimeCost or TimeBill

PayrollHourlyRateCurrency Text 50 No No change New currency of the user’s homust match the Symbol of antend users only.

PayrollHourlyRate Nu‐meric

N/A No No change New hourly payroll rate for thonly.



Description

101

hourly payroll rate for the user. If no r the user, a new rate will be created. nly.

ly payroll rate you want to delete. Ap‐y.

fault billing rate. The value specified existing currency. Applies to TimeBill ation is enabled in the System Pref‐

user. Applies to TimeBill users when bled in the System Preferences.

er’s timesheets. Must match the Ap‐ing timesheet approval path in Repli‐

er’s time off bookings. Must match n existing time off approval path in nd or TimeOff users only.

er’s expense sheets. Must match the isting expense approval path in Rep‐cense for the Expense module.

pe User Defined Fieldb. The X repre‐e value should be entered against,

per day by the user

Formatting the Data

PayrollHourlyRateEffective‐Date

Date N/A No Date of initial rate

Effective date of the specifiedcost rate of this date exists foApplies to TimeAttend users o

RemovePayrollHourlyRateEf‐fectiveDate

Date N/A No N/A The effective date of the hourplies to TimeAttend users onl

DefaultBillingCurrency Text 50 No No change New currency of the user’s demust match the Symbol of an users when Use billing informerences.


N/A No No change New default billing rate for theUse billing information is ena

TimesheetApprovalPath Text 255 No No change New approval path for the usproval Path Name of an existcon.

TimeOffRequestApprovalPath Text 255 No No change New approval path for the usthe Approval Path Name of aReplicon. Applies to TimeAtte

ExpenseApprovalPath Text 255 No No change New approval path for the usApproval Path Name of an exlicon.Only applicable with a li

UserInfoX Text 255 No No change New value to enter in User‐tysents which User‐type field thfrom 1 to 50.

HoursPerDay Nu‐meric

N/A No No change New standard hours worked



Description

102

into effect for the user. If no date or me Effective Date is specified, the ex‐

calculations. Enter one of the values Applies to TimeAttend users only.

user. Enter one of the days of the

the user. Enter one of the days of the

user. Must match the Name of an ex‐

ne of the values listed in Table 8 on

the user’s timesheets. Must match ime rule. Note that any existing over‐her current or for other dates, are all

omes into effect for the user

no longer in effect for the user

Formatting the Data

HoursPerDayEffectiveDate Date N/A No No change Date the hours per day comesan existing record with the saisting value will be updated.

WorkWeek Set N/A No No change New work week, for overtimelisted in Table 5 on page 110.

AddDayOffa Set N/A No No change Weekly day off to add for theweek, such as Saturday.

RemoveDayOffa Set N/A No No change Weekly day off to remove for week, such as Saturday.

HolidayCalendar Text 50 No No change New holiday calendar for the isting holiday calendar.

TimeZone Text N/A No No change User’s new time zone. Enter opage 113.

OvertimeRuleName Text 50 No No change New overtime rule to apply tothe Name of an existing overttime rules assignments, whetreplaced.

OvertimeRuleStartDate Date N/A No No change, or no date if a new rule is specified

Date the new overtime rule c

OvertimeRuleEndDate Date N/A No No change, or no date if a new rule is specified

Date the new overtime rule is



Description

103

the user’s profile. Must match the rule assigned to the user.

e to remove from the user’s profile. the overtime rule as set in Replicon.

o the user’s timesheets. Must match ation rule. Note that any existing val‐ther current or for other dates, are

comes into effect for the user

is no longer in effect for the user

m the user’s profile. Must match the n rule assigned to the user.

le to remove from the user’s profile. the validation rule as set in Replicon.

e user or for which to create a new of an existing time off type.

Formatting the Data

RemoveOvertimeRuleName Text 50 No No change Overtime rule to remove fromName of an existing overtime

RemoveOvertimeRuleEffec‐tiveDate

Date N/A Yes, if remov‐ing over‐time rule

N/A Effective date of overtime rulMust match the Start Date of

TimesheetValidationRuleName Text 50 No No rule New validation rule to apply tthe Name of an existing valididation rule assignments, wheall replaced.

TimesheetValidationRuleStart‐Date

Date N/A No No change, or no date if a new rule is specified

Date the new validation rule

TimesheetValidationRuleEnd‐Date

Date N/A No No change, or no date if a new rule is specified

Date the new validation rule

RemoveTimesheetValidationRu‐leName

Text 50 No No change Validation rule to remove froName of an existing validatio

RemoveTimesheetValidation‐Rule‐EffectiveDate

Date N/A Yes, if remov‐ing vali‐dation rule

N/A Effective date of validation ruMust match the Start Date of

AddUserTimeOff Text 50 No No change Time off type to enable for thpolicy. Must match the Name



Description

104

w the user under the time off type If the Entered In field for the system‐ours, this value will automatically be llowedDays and AllowedHours are value will be used.

ow the user under the time off type If the Entered In field for the system‐ays, this value will automatically be owedDays and AllowedHours are value will be used.

licy (initial balance, accrual settings, nce) comes into effect. If you specify ing policy, the settings for that policy another date, a new policy will be

AddUserTimeOff, specify one of the

y’s balance the value of the expiring policy’s bal‐llowedDays or AllowedHours value specified. If no the carry over value defaults to 0.e policy’s balance the value of the expiring policy’s

s balance to the specified AllowedDays or Allowed‐alues are specified, the balance will be set to 0.

ll be regularly added to the balance ne of the values listed in Table 2 on

Formatting the Data

AllowedDays Nu‐meric

N/A No No change, or none if a time off type is specified

Initial balance, in days, to allospecified in AddUserTimeOff.level time off type is set to Hconverted to hours. If both Aspecified, the AllowedHours

AllowedHours Nu‐meric

N/A No No change, or none if a time off type is specified

Initial balance, in hours, to allspecified in AddUserTimeOff.level time off type is set to Dconverted to days. If both Allspecified, the AllowedHours

AsOfDate Date N/A Yes, if time off settings specified

No change Date on which the time off poreset settings, maximum balathe Effective Date of any existwill be changed. If you specifycreated.

CarryOver Set N/A No No change For time off type entered for following:

• CarryOver ‐ to make the policance, to a maximum of the AAllowed values are specified,

• PreviousBalance ‐ to make thbalance.

• None ‐ to set the new policy’Hours value. If no ‘Allowed’ v

AccrueType Set N/A No No change, or system‐level default if a time off type is specified

The interval at which time wifor this time off type. Enter opage 59.



Description

105

e to the balance. Enter one of the val‐0, depending on the accrual type se‐

o add to the balance at the specified for the system‐level time off type is tomatically be converted to hours. Days or AccrueHours needs to be , the AccrueHours value will be

to add to the balance at the specified for the system‐level time off type is tomatically be converted to days. Days or AccrueHours needs to be , the AccrueHours value will be

on a prorated basis for the time off UserTimeOff column. Accruals are ortion of the period preceding the worked. Enter No for no prorating to nline help for more information on

nce for this time off type will be reset. in Table 2 on page 59.

Formatting the Data

AccrueDate Set N/A Yes, if Accrue‐Type specified

No change, or system‐level default if a time off type is specified

The days on which to add timues listed in Table 3 on page 6lected.




The amount of time, in days, tinterval. If the Entered In fieldset to Hours, this value will auNote that only one of Accruespecified. If both are specifiedused.c




The amount of time, in hours,interval. If the Entered In fieldset to Days, this value will auNote that only one of Accruespecified. If both are specifiedused.c


N/A No Enabled (Yes) Enter Yes to accrue time off type you specified in the Addprorated based on what propfirst and last accrual the user occur. Refer to the Replicon oaccrual prorating.

ResetType Set N/A No No change, or system‐level default if a time off type is specified

The interval at which the balaEnter one of the values listed



Description

106

balance. Enter one of the values list‐ending on the reset type selected.

o reset the balance to at the specified nces are configured to track time off atically be converted to hours. Note ResetHours needs to be specified. If ours value will be used.c

, to reset the balance to at the speci‐eferences are configured to track l automatically be converted to days. ays or ResetHours needs to be speci‐ ResetHours value will be used.c

to the specified ResetDays or Re‐make the reset balance the value of e, to a maximum of the ResetDays or

ys. If the Entered In field for the sys‐o Hours, this value will automatically hat only one of MaximumBalance‐urs needs to be specified. If both are ceHours value will be used.c

Formatting the Data

ResetDate Set N/A Yes, if Reset‐Type specified


The days on which to reset theed in Table 3 on page 60, dep




The amount of time, in days, tinterval. If the System Preferein hours, this value will automthat only one of ResetDays orboth are specified, the ResetH




The amount of time, in hoursfied interval. If the System Prtime off in days, this value wilNote that only one of ResetDfied. If both are specified, the


N/A No Disabled (No) Enter No to reset the balancesetHours value. Enter Yes to the existing, pre‐reset balancResetHours value specified.

MaximumBalanceDays Nu‐meric

N/A No No change The limit on the balance, in datem‐level time off type is set tbe converted to hours. Note tDays or MaximumBalanceHospecified, the MaximumBalan



Description

107

urs. If the Entered In field for the sys‐to Days, this value will automatically at only one of MaximumBalance‐urs needs to be specified. If both are ceHours value will be used.c

s by which the balance can be over‐ for the system‐level time off type is tomatically be converted to hours. umOverdrawDays or MaximumBal‐ied. If both are specified, the Maxi‐ill be used.c

rs by which the balance can be over‐ for the system‐level time off type is matically be converted to days. Note erdrawDays or MaximumBalance‐If both are specified, the Maximu‐e used.c

e user. Must match the Name of an ly assigned to the user.

for the user. Enter one of the values

for the user. Enter one of the values

e must be repeated for each value to

Formatting the Data

MaximumBalanceHours Nu‐meric

N/A No No change The limit on the balance, in hotem‐level time off type is set be converted to days. Note thDays or MaximumBalanceHospecified, the MaximumBalan

MaximumOverdrawDays Nu‐meric

N/A No No change The maximum number of daydrawn. If the Entered In fieldset to Hours, this value will auNote that only one of MaximanceHours needs to be specifmumOverdrawHours value w

MaximumOverdrawHours Nu‐meric

N/A No No change The maximum number of houdrawn. If the Entered In fieldset to Days,this value will autothat only one of MaximumOvHours needs to be specified. mOverdrawHours value will b

RemoveUserTimeOffa Text 50 No No change Time off type to disable for thexisting time off type current

AddUserEmailNotificationa Set N/A No No change E‐mail notification to enable listed in Table 7 on page 112.

RemoveUserEmailNotificationa Set N/A No No change E‐mail notification to disable listed in Table 7 on page 112.

a. This field can be listed mutliple times to assign or disable additional values for the user. In the command line, the field nambe assigned. For example, to assign three e-mail notifications to the user, enter the following in the import file:

...AddUserEmailNotification,AddUserEmailNotification,AddUserEmailNotification...

...Timesheet Due,Timesheet Overdue,Timesheet Waiting...b. For information on importing user defined field values, see Specifying User Defined Fields on page 24.



Description

108

n,TimeZonee, Sydney”

in the import. For example, to change

Formatting the Data

Example#USERUPD,LastName,LoginName,PayrollHourlyRate,OvertimeRuleName,RemoveUserEmailNotificatioDavies,jdavies,150,Single Condition Rule,Timesheet Due,”(UTC+10:00) Canberra, Melbourn

c. To change the amount to accrue or reset to from the default values, the full set of accrual or reset fields must be specified the default accrual of 1.25 days on the 1st of every month to 1.5 days every month, enter the following in the import file:

...AddUserTimeOff,AllowedDays,AsOfDate,AccrueType,AccrueDate,AccrueDays...

...Sick,3,Jan 1 07,Monthly,1,1.5...The update will not occur if AccrueDays is specified without AccrueType and AccrueDate.

109

er’s supervisor, as a project leader, a ser — #USERUPD on page 97.

, as entered in Replicon

te, as entered in Replicon

Formatting the Data

Deleting a User — #USERDEL

To delete a standard user, use the #USERDEL command followed by the fields in the table below.

Example#USERDEL,LastName,LoginNameDavies,jdavies

A user can only be deleted if they have not entered time or expenses and are not assigned as another usclient/external approver for a project, or as an approver type. To disable a user instead, see Editing a U



Description

LastName Text 50 Yes N/A Last name of the user to delete

LoginName Text 255 Yes N/A Login name of the user to dele

110
Formatting the Data
Table 5: Seat Assignment Options

Valid Values DescriptionProject TimeBill seatTimeCost TimeCost seatPayroll TimeAttend seatTimeAway TimeAway seatExpense WebExpense seatScheduling Web Schedule seat

111
Formatting the Data
Table 6: Work Week Options

Valid Values DescriptionSun_Sat Sunday to SaturdayMon_Sun Monday to SundayTue_Mon Tuesday to MondayWed_Tue Wednesday to TuesdayThu_Wed Thursday to WednesdayFri_Thu Friday to ThursdaySat_Fri Saturday to Friday

112

lies to rnal Usersa

Default Status if Not SpecifiedEnabledDisabledEnabled

Formatting the Data

Table 7: E‐mail Notification Options

Valid Values Description of Corresponding E‐mail Notification in Replicon

Module/Edition it Applies To

AppExte

Broadcast Broadcast message All YesSystem_Error System Error/Warning NoTimeOff Booking Waiting Time off booking is waiting for approval TimeAttend, Tim‐

eOffNo

TimeOff Booking Approved Time off booking is approvedTimeOff Booking Rejected Time off booking is rejectedTimeOff Booking Cancelled Time off booking is cancelledTimesheet Approved Timesheet is approved TimeAttend,

TimeCost, TimeBillTimesheet Rejected Timesheet is rejectedTimesheet Waiting Timesheet is waiting for approval YesTimesheet Approval Due Timesheet approvals are due (Batch)Timesheet Approval Overdue Timesheet approvals are overdue (Batch)Timesheet Due Timesheet is due NoTimesheet Overdue Timesheet is overdueTimesheet Waiting Batch Timesheets are waiting for approval (Batch) YesTimesheet Overdue Batch Timesheets are overdue (Batch) No Timesheet Modified Timesheet ModifiedTimesheet New Period New Timesheet Period has startedTimesheet Daily Reminder Daily Reminder ‐ Fill in TimesheetTask Assignments Modified Task Assignments Modified (Batch) TimeCost, TimeBillExpense Approved Expense is approved WebExpenseExpense Rejected Expense is rejectedExpense Waiting Expense is waiting for approvalExpense Approval Due Expense approvals are dueExpense Approval Overdue Expense approvals are overdueExpense Modified Expense Modified

a. External users are available only in TimeCost or TimeBill.

113

ues (UTC‐01:00 to UTC‐12:00)

00) Cape Verde Standard Time

00) Azores Standard Time

00) Mid‐Atlantic Standard Time

00) Montevideo Standard Time

00) Greenland Standard Time

00) E. South America Standard Time

00) SA Eastern Standard Time

00) Argentina Standard Time

30) Newfoundland Standard Time

00) Atlantic Standard Time

00) Paraguay Standard Time

00) SA Western Standard Time

00) Pacific SA Standard Time

00) Central Brazilian Standard Time

30) Venezuela Standard Time

00) Eastern Standard Time

00) SA Pacific Standard Time

00) US Eastern Standard Time

00) Central America Standard Time

00) Canada Central Standard Time

Formatting the Data

Table 8: Time Zone Options

Valid Values (UTC to UTC+5:00) Valid Values (UTC+5:30 to UTC+13:00) Valid Val

(UTC) Greenwich Standard Time (UTC +05:30) Sri Lanka Standard Time (UTC ‐01:

(UTC) UTC (UTC +05:30) India Standard Time (UTC ‐01:

(UTC) Morocco Standard Time (UTC +05:45) Nepal Standard Time (UTC ‐02:

(UTC) GMT Standard Time (UTC +06:00) Central Asia Standard Time (UTC ‐03:

(UTC +01:00) Romance Standard Time (UTC +06:00) Ekaterinburg Standard Time (UTC ‐03:

(UTC +01:00) W. Europe Standard Time (UTC +06:30) Myanmar Standard Time (UTC ‐03:

(UTC +01:00) Central European Standard Time (UTC +07:00) N. Central Asia Standard Time (UTC ‐03:

(UTC +01:00) Namibia Standard Time (UTC +07:00) SE Asia Standard Time (UTC ‐03:

(UTC +01:00) Central Europe Standard Time (UTC +08:00) W. Australia Standard Time (UTC ‐03:

(UTC +01:00) W. Central Africa Standard Time (UTC +08:00) Singapore Standard Time (UTC ‐04:

(UTC +02:00) Middle East Standard Time (UTC +08:00) China Standard Time (UTC ‐04:

(UTC +02:00) Israel Standard Time (UTC +08:00) Taipei Standard Time (UTC ‐04:

(UTC +02:00) Jordan Standard Time (UTC +08:00) North Asia Standard Time (UTC ‐04:

(UTC +02:00) FLE Standard Time (UTC +09:00) Tokyo Standard Time (UTC ‐04:

(UTC +02:00) GTB Standard Time (UTC +09:00) Korea Standard Time (UTC ‐04:

(UTC +02:00) South Africa Standard Time (UTC +09:00) North Asia East Standard Time (UTC ‐05:

(UTC +02:00) Egypt Standard Time (UTC +09:30) Cen. Australia Standard Time (UTC ‐05:

(UTC +03:00) E. Europe Standard Time (UTC +09:30) AUS Central Standard Time (UTC ‐05:

(UTC +03:00) Arabic Standard Time (UTC +10:00) West Pacific Standard Time (UTC ‐06:

(UTC +03:00) Arab Standard Time (UTC +10:00) E. Australia Standard Time (UTC ‐06:

114

ivities assigned to them and their time

00) Central Standard Time

00) Central Standard Time (Mexico)

00) US Mountain Standard Time

00) Mountain Standard Time

00) Mountain Standard Time (Mexi‐

00) Pacific Standard Time

00) Pacific Standard Time (Mexico)

00) Alaskan Standard Time

00) Hawaiian Standard Time

00) Dateline Standard Time

Standard Time when importing time

ues (UTC‐01:00 to UTC‐12:00)

Formatting the Data

User DetailsThe commands that follow edit the details associated with standard users, including the departments and actoff allowances.

(UTC +03:00) E. Africa Standard Time (UTC +10:00) Tasmania Standard Time (UTC ‐06:

(UTC +03:30) Iran Standard Time (UTC +10:00) Yakutsk Standard Time (UTC ‐06:

(UTC +04:00) Arabian Standard Time (UTC +10:00) AUS Eastern Standard Time (UTC ‐07:

(UTC +04:00) Russian Standard Time (UTC +11:00) Vladivostok Standard Time (UTC ‐07:

(UTC +04:00) Azerbaijan Standard Time (UTC +11:00) Central Pacific Standard Time (UTC ‐07:co)

(UTC +04:00) Caucasus Standard Time (UTC +12:00) Fiji Standard Time (UTC ‐08:

(UTC +04:00) Mauritius Standard Time (UTC +12:00) New Zealand Standard Time (UTC ‐08:

(UTC +04:00) Georgian Standard Time (UTC +12:00) Kamchatka Standard Time (UTC ‐09:

(UTC +04:30) Afganistan Standard Time (UTC +13:00) Tonga Standard Time (UTC ‐10:

(UTC +05:00) West Asia Standard Time (UTC +13:00) Samoa Standard Time (UTC ‐12:

(UTC +05:00) Pakistan Standard Time

You can exclude the UTC offset (for example, enter India Standard Time rather than (UTC +05:30) India zones.

Table 8: Time Zone Options

Valid Values (UTC to UTC+5:00) Valid Values (UTC+5:30 to UTC+13:00) Valid Val

115

D command followed by the fields in

artment.

match the Login Name of an existing

ecify the department, you must spec‐rarchy from the highest department ent. For more information, see Spec‐

nt as the user’s Primary Department. ace, the existing primary department t specified. Enter No to set the speci‐ditional Departments. If Additional e user, the specified department will rtments. All existing additional de‐t.

Formatting the Data

Assigning a Department to a User — #USERDEPARTMENTADD

To assign a department to a user, either a primary or additional department, use the #USERDEPARTMENTADthe table below. For information on adding departments to Replicon, see Departments on page 30.

Example#USERDEPARTMENTADD,LoginName,DeptNameLevel1,DeptNameLevel2,IsPrimaryDepartmentsally,Company,Development,No

The department assigned using the #USERADD or #USERUPD command is set as the user’s Primary Dep



Description

LoginName Text 255 Yes N/A User to assign the department to. Mustuser.

DeptNameLevel1 Text 255 Yes N/A Department to assign to the user. To spify the department’s full path in the hielevel to the level of the desired departmifying Departments on page 25.







IsPrimaryDepart‐ment

Bool‐ean

N/A No Department specified will be added to the user’s Additional Departments

Enter Yes to set the specified departmeIf a Primary Department is already in plwill be overwritten with the departmenfied department as one of the user’s AdDepartments are already assigned to thbe added to the list of Additional Depapartment assignments will remain intac

116

he #USERDEPARTMENTDEL command

l Departments will automatically be‐e Additional Department at the high‐est level, the Additional Department he Primary Department assignment

rtment assignment for. Must match

of. To specify the department, you in the hierarchy from the highest de‐d department. For more information, .

Formatting the Data

Removing a Department Assignment from a User — #USERDEPARTMENTDEL

To remove a department assignment for a user, so that user is no longer a member of the department, use tfollowed by the fields in the table below.

Example#USERDEPARTMENTDEL,LoginName,DeptNameLevel1,DeptNameLevel2sally,Company,Development

If the department you specify to remove is the user’s Primary Department, one of the user’s Additionacome the user’s Primary Department. If the user has more than one Additional Department assigned, thest level is made the Primary Department. If there is more than one Additional Department at the highlisted first at that level will be chosen. If the user does not have any Additional Departments assigned, tcannot be removed and an error will be logged.



Description

LoginName Text 255 Yes N/A Login name of user to remove the depathe Login Name of an existing user.

DeptNameLevel1 Text 255 Yes N/A Department to remove the assignmentmust specify the department’s full pathpartment level to the level of the desiresee Specifying Departments on page 25







117

w. If a user is assigned an activity and tion on adding activities to Replicon,

he #USERACTIVITYDEL command

ivity to. Must match the Login Name

er. Must match the Name of an exist‐

ove the activity assignment. Must er.

Formatting the Data

Assigning an Activity to a User — #USERACTIVITYADD

To assign an activity to a user, use the #USERACTIVITYADD command followed by the fields in the table belotheir permissions allow for it, they can select the activity when entering time in their timesheet. For informasee Activities on page 85.

Example#USERACTIVITYADD,LoginName,ActivityNamesally,Trainingfrank,Hiring

Removing an Activity Assignment from a User — #USERACTIVITYDEL

To remove an assignment of an activity so the user can no longer select the activity in their timesheet, use tfollowed by the fields in the table below.

Activities must be enabled in the Replicon System Preferences in order to use this command.



Description

LoginName Text 255 Yes N/A Login name of the user to assign the actof an existing user.

ActivityName Text 50 Yes N/A Name of the activity to assign to the using activity.

Activities must be enabled in the Replicon System Preferences in order to use this command.



Description

LoginName Text 255 Yes N/A Login name of the user for whom to remmatch the Login Name of an existing us

118

table below.

ve the assignment. Must match the

ay not overlap. Yes must be entered

st match the Login Name of an exist‐

e. Must match the Login Name of an

essing the other user’s Replicon ac‐

Formatting the Data

Example#USERACTIVITYDEL,LoginName,ActivityNamefrank,Hiring

Assigning Substitute Users — #SUBSTITUTEUSERADD

To assign substitute users for a user, use the #SUBSTITUTEUSERADD command followed by the fields in the

ActivityName Text 50 Yes N/A Name of the activity for which to remoName of an existing activity.

If you add multiple substitution time periods for a single substitute user, their substitution date ranges mfor at least one of TimeAccess, ApprovalAccess, ExpenseAccess, and FullAccess.



Description

LoginName Text 255 Yes N/A User to whom to assign substitutes. Muing user.

SubstituteUserLogin‐Name

Text 50 Yes N/A User who will act as the user’s substitutexisting user.

StartDate Nu‐meric

N/A No, un‐less that substi‐tute al‐ready exists for that user

No start date Date when the substitute can begin acccount.



Description

119

.

ess Time features, enter No to disal‐

ss Approval features, enter No to dis‐

ess Expense features, enter No to dis‐

ss Schedule features, enter No to dis‐

ess all features available to the user,

eive the user’s e‐mail notifications re‐ust also be assigned TimeAccess, en‐

eive the user’s e‐mail notifications re‐disallow. The substitute must also be


eive all of the user’s e‐mail notifica‐

Formatting the Data

Example

EndDate Nu‐meric

N/A No No end date Date when the substitution period ends

TimeAccess Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to acclow access.

ApprovalAccess Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to acceallow access.

ExpenseAccess Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to accallow access.

ScheduleAccess Bool‐ean


FullAccess Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to accenter No to disallow access.

TimeNotify Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to reclating to Time features. The substitute mter No to disallow.

ApprovalNotify Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to reclating to Approval features, enter No to assigned ApprovalAccess.

ExpenseNotify Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to reclating to Expense features, enter No to assigned ExpenseAccess.

FullNotify Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to rections, enter No to disallow.



Description

120

lAccess,ExpenseAccess,ScheduleA

e fields in the table below. Updated 8.14.

ges may not overlap. Yes must be

ied. Must match the Login Name of


essing the other user’s Replicon ac‐

.

ess Time features, enter No to disal‐

ss Approval features, enter No to dis‐

Formatting the Data

#SubstituteUserAdd,LoginName,SubstituteUserLoginName,StartDate,EndDate,TimeAccess,Approvaccess,FullAccess,TimeNotify,ApprovalNotify,ExpenseNotify,FullNotifysam,admin,03/05/2006,04/06/2006,yes,yes,no,no,no,no,yes,no,no

Editing Substitute Users — #SUBSTITUTEUSERUPD

To modify substitute user assignments for a user, use the #SUBSTITUTEUSERUPD command followed by thdata will overwrite all existing data for the range you specify. This import is available as of Replicon version

If you include multiple substitution time periods for a single substitute user, their substitution date ranentered for at least one of TimeAccess, ApprovalAccess, ExpenseAccess, and FullAccess.



Description

LoginName Text 255 Yes N/A User whose substitutes are to be modifan existing user.


Text 50 Yes N/A User who will act as the user’s substitutexisting user.



No start date Date when the substitute can begin acccount.

EndDate Nu‐meric

N/A No No end date Date when the substitution period ends

TimeAccess Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to acclow access.

ApprovalAccess Bool‐ean


121

lAccess,ExpenseAccess,ScheduleA

ess Expense features, enter No to dis‐

ss Schedule features, enter No to dis‐

ess all features available to the user,

eive the user’s e‐mail notifications re‐ust also be assigned TimeAccess, en‐



eive all of the user’s e‐mail notifica‐

Formatting the Data

Example#SubstituteUserUpd,LoginName,SubstituteUserLoginName,StartDate,EndDate,TimeAccess,Approvaccess,FullAccess,TimeNotify,ApprovalNotify,ExpenseNotify,FullNotifysam,admin,03/05/2006,04/06/2006,yes,yes,no,no,no,no,yes,no,no

ExpenseAccess Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to accallow access.

ScheduleAccess Bool‐ean


FullAccess Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to accenter No to disallow access.

TimeNotify Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to reclating to Time features. The substitute mter No to disallow.

ApprovalNotify Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to reclating to Approval features, enter No to assigned ApprovalAccess.

ExpenseNotify Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to reclating to Expense features, enter No to assigned ExpenseAccess.

FullNotify Bool‐ean

N/A Yes N/A Enter Yes to allow the substitute to rections, enter No to disallow.



Description

122

table below. This import is available

s will be deleted. Must match the Lo‐

ch the Login Name of an existing user

te.

Start Date you specify up to this date

Formatting the Data

Deleting Substitute Users — #SUBSTITUTEUSERDEL

To delete substitute users for a user, use the #SUBSTITUTEUSERDEL command followed by the fields in theas of Replicon version 8.14.

Example#SubstituteUserDel,LoginName,SubstituteUserLoginName,StartDate,EndDatesam,admin,03/05/2006,04/06/2006



Description

LoginName Text 255 Yes N/A User whose substitute user assignmentgin Name of an existing user.


Text 50 Yes N/A Substitute user to be deleted. Must matassigned as the user’s substitute.



N/A Substitutes will be deleted as of this da

EndDate Nu‐meric

N/A No N/A Substitutes who cover periods from thewill be deleted.

123

SERTIMEOFFADD command followed page 42.

default. To edit the accrual and reset

pe. Must match the Login Name of


ser under the specified time off type. vel time off type is set to Hours, this hours. If both AllowedDays and Al‐Hours value will be used.

ser under the specified time off type. vel time off type is set to Days, this days. If both AllowedDays and Al‐Hours value will be used.

plus the default accrual and reset ied, the current (import) date is used. e, it will be overwritten by the import‐

Formatting the Data

Enabling a Time Off Type for a User — #USERTIMEOFFADD

To enable a time off type for a user in TimeAttend or TimeOff as well as specify an initial balance, use the #Uby the fields in the table below. For information on adding time off types to Replicon, see Time Off Types on

Example#USERTIMEOFFADD,LoginName,TimeOffCode,AllocatedDays,AsOfDatematt,Personal Leave,5,01/01/2007

When a time off type is enabled, the accrual and reset schedules set at the system level will be applied bysettings for a specific user, see Editing a User — #USERUPD on page 97.



Description

LoginName Text 255 Yes N/A User for whom to enable the time off tyan existing user.

TimeOffCode Text 50 Yes N/A Time off type to enable for the user. Mtime off type.

AllocatedDays Nu‐meric

N/A No N/A Initial balance, in days, to provide the uIf the Entered In field for the system‐levalue will automatically be converted tolowedHours are specified, the Allowed

AllocatedHours Nu‐meric

N/A No N/A Initial balance, in hours, to provide the uIf the Entered In field for the system‐levalue will automatically be converted tolowedHours are specified, the Allowed

AsOfDate Date N/A No N/A Date on which the policy (initial balancesettings) comes into effect. If not specifIf a policy already exists for the AsOfDated policy.

124

e #USERTIMEOFFUPD command fol‐


l balance. Must match the Name of e user.

the user under the specified time off m‐level time off type is set to Hours, d to hours. If both AllowedDays and dHours will be used.

the user under the specified time off m‐level time off type is set to Days, ed to days. If both AllowedDays and dHours will be used.

pdate the initial balance for. Must the user.

Formatting the Data

Editing a User’s Time Off Allowance — #USERTIMEOFFUPD

To edit the initial balance entered for a user under a specific time off type in TimeAttend or TimeOff, use thlowed by the fields in the table below.

Example#USERTIMEOFFUPD,LoginName,TimeOffCode,AllocatedDays,AsOfDatematt,Personal Leave,7,01/01/2007

To edit the accrual and reset schedules for a time off type, see Editing a User — #USERUPD on page 97.



Description

LoginName Text 255 Yes N/A User for whom to edit the initial balancexisting user.

TimeOffCode Text 50 Yes N/A Time off type for which to edit the initiaan existing time off type enabled for th

AllocatedDays Nu‐meric

N/A Yes N/A New initial balance, in days, to provide type. If the Entered In field for the systethis value will automatically be converteAllowedHours are specified, the Allowe

AllocatedHours Nu‐meric

N/A Yes N/A New initial balance, in hours, to providetype. If the Entered In field for the systethis value will automatically be convertAllowedHours are specified, the Allowe

AsOfDate Date N/A Yes N/A Date of the time off policy you wish to umatch the date of an existing policy for

125

he #USERTIMEOFFDEL command fol‐

you can assign it to expense codes, as

st match the Login Name of an exist‐

icies. Must match the Name of an ex‐r.

Formatting the Data

Clearing a User’s Time Off Policies — #USERTIMEOFFDEL

To clear all time off policies allocated to a user under a specific time off type in TimeAttend or TimeOff, use tlowed by the fields in the table below.

Example#USERTIMEOFFDEL,LoginName,TimeOffCodematt,Personal Leave

Tax CodesThe commands that follow can be used to add, edit, or delete tax codes. Once you have created a tax code, detailed in Expense Codes on page 128.

Adding a Tax Code — #TAXCODEADD

To add a tax code, use the #TAXCODEADD command followed by the fields in the table below.

To disable a time off type for a user, see Editing a User — #USERUPD on page 97.



Description

LoginName Text 255 Yes N/A User for whom to clear the policies. Muing user.

TimeOffCode Text 50 Yes N/A Time off type for which to clear the polisting time off type enabled for the use



Description

TaxCode Text 50 Yes N/A Name of the tax code to add

126

tax based on the net amount of the erators detailed in Table 9 on page

to disable the tax code

ch the Name of an existing tax code.

to disable the tax code

Formatting the Data

Example#TAXCODEADD,TaxCode,TaxCodeFormula,IsTaxCodeDisabledState Sales Tax,$Net*0.0725,No

Editing a Tax Code — #TAXCODEUPD

To edit a tax code, use the #TAXCODEUPD command followed by the fields in the table below.

Example#TAXCODEUPD,TaxCode,TaxCodeFormulaState Sales Tax,$Net*0.075

TaxCodeFormula Text 50 Yes N/A Default formula to use to calculate the expense. Create a formula using the op128.

IsTaxCodeDisabled Bool‐ean

N/A No Enabled Enter No to enable the tax code or Yes



Description

TaxCode Text 50 Yes N/A Name of the tax code to edit. Must mat

TaxCodeModify Text 50 No No change New name of the tax code

TaxCodeFormula Text 50 No No change New formula for the tax code

IsTaxCodeDisabled Bool‐ean

N/A No No change Enter No to enable the tax code or Yes



Description

127

x code within an expense code, see

atch the Name of an existing tax

Formatting the Data

Deleting a Tax Code — #TAXCODEDEL

To delete a tax code, use the #TAXCODEDEL command followed by the fields in the table below.

Example#TAXCODEDEL,TaxCodeState Sales Tax

A tax code can only be deleted if it is not enabled for an expense code. For information on disabling a taEditing an Expense Code — #EXPENSECODEUPD on page 131.



Description

TaxCode Text 50 Yes N/A Name of the tax code to delete. Must mcode.

128

ated an expense code, you can add it JECTEXPENSECODEADD on page 151.

o enable more than five tax codes, iled on 131, to enable the remaining

Formatting the Data

Expense CodesThe commands that follow can be used to add, edit, or delete expense codes in Replicon. Once you have creto projects so expenses can be entered against it, as detailed in Assigning an Expense Code to a Project — #PRO

Adding an Expense Code — #EXPENSECODEADD

To add an expense code, use the #EXPENSECODEADD command followed by the fields in the table below.

Table 9: Tax Formula Operators

Operator Description+ Add‐ Subtract* Multiply/ Divide( ) Indicates precedence ‐ values in

brackets will be calculated first$Net Tag for the net amount, which is

used to calculate the tax amount

This command allows you to enable up to five tax codes for the expense code being added. If you wish tenable the first five when adding the expense code and then use the #EXPENSECODEUPD command, detatax codes.



Description

ExpenseName Text 50 Yes N/A Name of the expense code to add

ExpenseDescription Text 255 No Empty Description for the expense code

ExpenseCode Text 50 No Empty Code for the expense code

129

Yes to disable the expense code

type of value that will be entered un‐

flat amounts, such as mealsre calculated based on a number of units,

tch the Symbol of an existing curren‐ is set to ExpenseRate.

icable if ExpenseRateType is set to

to, such as miles. Only applicable if te.

Formatting the Data

IsExpenseTypeDis‐abled

Bool‐ean

N/A No Enabled Enter No to enable the expense code or

ExpenseRateType Set N/A No FlatAmount Enter one of the following based on theder the expense code:

• FlatAmount for expenses that are• ExpenseRate for expenses that a

such as mileage (25¢ per mile)

ExpenseRateCurren‐cy

Text 16 No Base Cur-rency select‐ed in Replicon

Currency of the expense rate. Must macy. Only applicable if ExpenseRateType

ExpenseRate Nu‐meric

N/A No 0 Rate per unit of the expense. Only applExpenseRate.

ExpenseUnitLabel Text 50 Yes, if expense is rated

N/A A descriptor for the unit the rate appliesExpenseRateType is set to ExpenseRa



Description

130

code. Must match the Name of an

d in AddTaxCode1a

se code. Must match the Name of an

d in AddTaxCode2a

e code. Must match the Name of an

d in AddTaxCode3a


d in AddTaxCode4a


d in AddTaxCode5a

de. The formula instructs Replicon oss (total expense amount) to the net se. See Table 10 on page 135 and the creating a formula. Only applicable if t.

Formatting the Data

AddTaxCode1 Text 50 No By default, all tax codes are disabled for the expense code.If a tax code is enabled but no formula is provided, the tax code’s de‐fault formula is used.

First tax code to enable for this expenseexisting tax code.

AddTaxCodeFormula1

Text 50 No Formula to use for the tax code specifie

AddTaxCode2 Text 50 No Second tax code to enable for this expenexisting tax code.

AddTaxCodeFormula2


AddTaxCode3 Text 50 No Third tax code to enable for this expensexisting tax code.

AddTaxCodeFormula3


AddTaxCode4 Text 50 No Fourth tax code to enable for this expenexisting tax code.

AddTaxCodeFormula4


AddTaxCode5 Text 50 No Fifth tax code to enable for this expensexisting tax code.

AddTaxCodeFormula5


NetFormula Text 50 No No formula Gross to net formula for the expense cohow to calculate backwards from the gr(pre‐tax amount) for an individual expenReplicon Help for more information on ExpenseRateType is set to FlatAmoun



Description

131

ula1,AddTaxCode2

formula as defined in the tax code, do

t match the Name of an existing ex‐

Yes to disable the expense code

t match the Symbol of an existing cur‐de is of the type Expense Rate.

applicable if the expense code is of

plies to, such as miles. Only applica‐pense Rate.

Formatting the Data

Example#EXPENSECODEADD,ExpenseName,ExpenseDescription,ExpenseRateType,AddTaxCode1,AddTaxCodeFormCourse Fees,Fees for training courses paid by employees,FlatAmount,PST,$Net*0.05,GST

Editing an Expense Code — #EXPENSECODEUPD

To edit an expense code, use the #EXPENSECODEUPD command followed by the fields in the table below.

a. If a formula is specified for the tax code, it overrides the default formula, but only for this expense code. To use the defaultnot include this field in the import.

The ExpenseRateType field cannot be changed after an expense code has been added.



Description

ExpenseName Text 50 Yes N/A Name of the expense code to edit. Muspense code.

ExpenseNameModi‐fy

Text 50 No No change New name of the expense code

ExpenseDescription Text 255 No No change New description for the expense code

ExpenseCode Text 50 No No change New code for the expense code

IsExpenseTypeDis‐abled

Bool‐ean

N/A No No change Enter No to enable the expense code or

ExpenseRateCurren‐cy

Text 16 No No change New currency of the expense rate. Musrency. Only applicable if the expense co

ExpenseRate Nu‐meric

N/A No No change New rate per unit of the expense. Only the type Expense Rate.

ExpenseUnitLabel Text 50 No No change New descriptor for the unit the rate apble if the expense code is of the type Ex

132

code. Must match the Name of an

d in AddTaxCode1a


d in AddTaxCode2a


d in AddTaxCode3a


d in AddTaxCode4a


d in AddTaxCode5a

code.b Must match the Name of an

nse code.b Must match the Name of

e code.b Must match the Name of an

Formatting the Data

AddTaxCode1 Text 50 No Unless a tax code is speci‐fied in an Add‐TaxCode or RemoveTax‐Code field, its current status (whether it is enabled or disabled), will remain un‐changed. If a tax code is being enabled and a formula is not speci‐fied, the de‐fault formula for the tax code will be used.

First tax code to enable for this expenseexisting tax code.

AddTaxCodeFormula1


AddTaxCode2 Text 50 No Second tax code to enable for this expenexisting tax code.

AddTaxCodeFormula2


AddTaxCode3 Text 50 No Third tax code to enable for this expensexisting tax code.

AddTaxCodeFormula3


AddTaxCode4 Text 50 No Fourth tax code to enable for this expenexisting tax code.

AddTaxCodeFormula4


AddTaxCode5 Text 50 No Fifth tax code to enable for this expensexisting tax code.

AddTaxCodeFormula5


RemoveTaxCode1 Text 50 No First tax code to disable for this expenseexisting tax code.

RemoveTaxCode2 Text 50 No Second tax code to disable for this expean existing tax code.

RemoveTaxCode3 Text 50 No Third tax code to disable for this expensexisting tax code.



Description

133

se code. The formula instructs Repli‐e gross (total expense amount) to the pense. See Table 10 on page 135 and on creating a formula. Only applica‐at Amount.

formula as defined in the tax code, do

Formatting the Data

Example#EXPENSECODEUPD,ExpenseName,RemoveTaxCode1Course Fees,PST

NetFormula Text 50 No No change New gross to net formula for the expencon how to calculate backwards from thnet (pre‐tax amount) for an individual exthe Replicon Help for more informationble if the expense code is of the type Fl

a. If a formula is specified for the tax code, it overrides the default formula, but only for this expense code. To use the defaultnot include this field in the import.

b. If a tax code is disabled, the formula that was in place for the tax code will be cleared.



Description

134

.

to a project.

ust match the Name of an existing ex‐

Formatting the Data

Deleting an Expense Code — #EXPENSECODEDEL

To delete an expense code, use the #EXPENSECODEDEL command followed by the fields in the table below

Example#EXPENSECODEDEL,ExpenseNameCourse Fees

An expense code can only be deleted if expenses have not been entered against it and it is not assigned



Description

ExpenseName Text 50 Yes N/A Name of the expense code to delete. Mpense code.

135

have created a role, you can assign to

illing rate. Must match the Symbol of

Formatting the Data

Roles The commands that follow can be used to add, edit, or delete roles at the system level in TimeBill. Once you a project, as detailed in Adding a Role to a Project — #PROJECTROLEADD on page 166.

Adding a Role — #ROLEADD

To add a role, use the #ROLEADD command followed by the fields in the table below.

Table 10: Gross to Net Formula Operators

Operator Description+ Add‐ Subtract* Multiply/ Divide( ) Indicates precedence$Gross Tag for the gross amount, which is

used to calculate the net amount



Description

ProjectRoleName Text 50 Yes N/A Name of the role to add

ProjectRoleDescription Text 255 No Empty Description of the role

ProjectRoleDefaultBill‐ingRateCurrency


Currency of the role’s default ban existing currency.

ProjectRoleDefaultBillingRate Nu‐meric

N/A No 0 Default billing rate for the role

136

ate

Yes to disable the role

match the Name of an existing role.

ult billing rate. Must match the Sym‐

role

Yes to disable the role

Formatting the Data

Example#ROLEADD,ProjectRoleName,ProjectRoleDefaultBillingRateCurrency,ProjectRoleDefaultBillingRProject Manager,CAD$,150

Editing a Role — #ROLEUPD

To edit a role, use the #ROLEUPD command followed by the fields in the table below.

Example#ROLEUPD,ProjectRoleName,ProjectRoleNameModify,ProjectRoleDefaultBillingRateProject Manager,Senior Project Manager,180

IsProjectRoleDisabled Bool‐ean

N/A No Enabled Enter No to enable the role or



Description

ProjectRoleName Text 50 Yes N/A Name of the role to edit. Must

ProjectRoleNameModify Text 50 No No change New name of the role

ProjectRoleDescription Text 255 No No change New description of the role

ProjectRoleDefaultBill‐ingRateCurrency

Text 50 No No change New currency of the role’s defabol of an existing currency.

ProjectRoleDefaultBillingRate Nu‐meric

N/A No No change New default billing rate for the

IsProjectRoleDisabled Bool‐ean

N/A No No change Enter No to enable the role or



Description

137

added a project, you can create tasks,

st match the Name of an existing role.

Formatting the Data

Deleting a Role — #ROLEDEL

To delete a role, use the #ROLEDEL command followed by the fields in the table below.

Example#ROLEDEL,ProjectRoleNameSenior Project Manager

Project Basics

The commands that follow allow you to add, edit, or delete a project in TimeCost or TimeBill. Once you have assign users, and set up billing rates, as detailed in the sections starting with Project Tasks on page 152.

Adding a Project — #PROJECTADD

To add a project, use the #PROJECTADD command followed by the fields in the table below.

A role can only be deleted if it is not selected for any projects and time has not been entered against it.



Description

ProjectRoleName Text 50 Yes N/A Name of the role to delete. Mu



Description

ProjectName Text 255 Yes N/A Name of the project to add

ProjectCode Text 50 No Empty Code for the project

138

r. Must match the Login Name of an s include the Project Leader option.

he project, and, if multiple clients are cated amongst them. Enter one of page 146. (To assign a client, see

lt billing rate. Must match the Symbol plicable if billing is enabled in the Sys‐

ect. Only applicable if billing is en‐es.

the project

ated cost. Must match the Symbol of

ated expenses. Must match the Sym‐ly applicable with a valid license for

ject. Only applicable with a valid li‐.

Formatting the Data

ProjectLeaderLoginName Text 255 No No project leader

User to assign as project leadeexisting user who’s permission

ClientBillingAllocation Set N/A No Single client or none

Number of clients assigned to tassigned, how costs will be allothe values listed in Table 11 on146.)

DefaultBillingRateCurrency Text 50 No Base Cur-rency select‐ed in Replicon

Currency of the project’s defauof an existing currency. Only aptem Preferences.


N/A No 0 Default billing rate for the projabled in the System Preferenc

ProjectDescription Text 255 No Empty Description for the project

EstimatedHours Nu‐meric

N/A No 0 Estimated number of hours for

EstimatedCostCurrency Text 50 No Base Cur-rency select‐ed in Replicon

Currency of the project’s estiman existing currency.

EstimatedCost Nu‐meric

N/A No 0 Estimated cost for the project

EstimatedExpensesCurrency Text 50 No Base Cur-rency select‐ed in Replicon

Currency of the project’s estimbol of an existing currency. Onthe Expense module.

EstimatedExpenses Nu‐meric

N/A No 0 Estimated expenses for the procense for the Expense module



Description

139

es against the project. Must match user who’s permissions include the n.

entered against the project be ap‐nter No to not require approval.

ntered against the project or No to

can be entered against the project

e entered against the project

nses can be entered against the valid license for the Expense module.

an be entered against the project. nse for the Expense module.

dicate the status of the project: enter time and expenses against the projectfrom entering time and expenses against the

dicate the billing status of the project:ime is billed no time is billedct whether their time should be billedled in the System Preferences.

Formatting the Data

ClientApproverLoginName Text 255 No No approver User assigned to approve entrithe Login Name of an existing Client/External Approver optio

IsApprovalOfProjectLeader‐Required

Bool‐ean

N/A No Yes Enter Yes to require that timeproved by the Project Leader. E

TimeEntryAllowed Bool‐ean

N/A No Yes Enter Yes to allow time to be eprevent time entry

EntryStartDate Date N/A No No date Beginning of period when time

EntryEndDate Date N/A No No date End of period when time can b

ExpenseEntryStartDate Date N/A No No date Beginning of period when expeproject. Only applicable with a

ExpenseEntryEndDate Date N/A No No date End of period when expenses cOnly applicable with a valid lice

ProjectStatusa Set N/A No Open Enter one of the following to in• Open to indicate users can• Closed to prevent users

project

BillableOption Set N/A No Both Enter one of the following to in• Billable to ensure all t• Nonbillable to ensure• Both to allow users to sele

Only applicable if billing is enab



Description

140

derLoginName,EstimatedHours

r Defined Fieldb (or Project/Task‐type sing a pre‐8.26 version of Replicon). pe field the value should be entered

Defined Fieldc. These fields are avail‐epresents which Project field the val‐from 1 to 20.

le to. To specify the department, you full path in the hierarchy from the level of the desired department. For ng Departments on page 25. Only ap‐enabled in the Replicon System Pref‐artments to the project’s visibility,

within the Replicon interface, via the

Formatting the Data

Example#PROJECTADD,ProjectName,ProjectCode,ClientBillingAllocation,DefaultBillingRate,ProjectLeaManufacturing Set Up,MAN,CostAllocation,150,mark,80

ProjectInfoX Text 255 No Empty Value to enter in Task‐type UseUser Defined Field, if you are uThe X represents which Task‐tyagainst, from 1 to 20.

ProjectOnlyInfoX Text 255 No Empty Value to enter in a Project Userable as of version 8.26. The X rue should be entered against,

DeptNameLevel1 Text 255 No Highest‐level department (typically la‐belled Com-pany)

Department the project is visibmust specify the department’shighest department level to themore information, see Specifyiplicable if hierarchy filtering is erences. To add additional depsee 148.







a. Projects cannot be set to Archived status using the import utility. You can set this status using the CSV Import featureRepliConnect API, by editing each project individually or by mass editing imported projects via the user interface.

b. For information on importing user defined field values, see Specifying User Defined Fields on page 24.c. For information on importing user defined field values, see Specifying User Defined Fields on page 24.



Description

141

ader. Must match the Login Name of ions include the Project Leader op‐

he project, and, if multiple clients are cated amongst them. Enter one of page 146. (To assign a client, see

efault billing rate. Must match the Only applicable if billing is enabled in

project. Only applicable if billing is nces.

t

rs for the project

stimated cost. Must match the Sym‐

ject

Formatting the Data

Editing a Project — #PROJECTUPD

To edit a project, use the #PROJECTUPD command followed by the fields in the table below.



Description

ProjectName Text 255 Yes N/A Name of the project to edit

ProjectNameModify Text 255 No No change New name of the project

ProjectCode Text 50 No No change New code for the project

ProjectLeaderLoginName Text 255 No No change User to assign as new project lean existing user who’s permisstion.

ClientBillingAllocation Set N/A No No change Number of clients assigned to tassigned, how costs will be allothe values listed in Table 11 on146.)

DefaultBillingRateCurrency Text 50 No No change New currency of the project’s dSymbol of an existing currency.the System Preferences.


N/A No No change New default billing rate for theenabled in the System Prefere

ProjectDescription Text 255 No No change New description for the projec


N/A No No change New estimated number of hou

EstimatedCostCurrency Text 50 No No change New currency of the project’s ebol of an existing currency.


N/A No No change New estimated cost for the pro

142

stimated expenses. Must match the . Only applicable with a valid license

e project. Only applicable with a valid .

entries against the project. Must isting user who’s permissions include ption.

entered against the project be ap‐nter No to not require approval.

ntered against the project or No to

time can be entered against the

can be entered against the project

expenses can be entered against the valid license for the Expense module.

ses can be entered against the valid license for the Expense module.

dicate the status of the project: enter time and expenses against the projectfrom entering time and expenses against the

Formatting the Data

EstimatedExpensesCurrency Text 50 No No change New currency of the project’s eSymbol of an existing currencyfor the Expense module.

EstimatedExpenses Nu‐meric

N/A No No change New estimated expenses for thlicense for the Expense module

ClientApproverLoginName Text 255 No No change New user assigned to approve match the Login Name of an exthe Client/External Approver o

IsApprovalOfProjectLeader‐Required

Bool‐ean

N/A No No change Enter Yes to require that timeproved by the Project Leader. E


N/A No No change Enter Yes to allow time to be eprevent time entry

EntryStartDate Date N/A No No change New beginning of period whenproject

EntryEndDate Date N/A No No change New end of period when time

ExpenseEntryStartDate Date N/A No No change New beginning of period whenproject. Only applicable with a

ExpenseEntryEndDate Date N/A No No change New end of period when expenproject. Only applicable with a

ProjectStatusa Set N/A No No change Enter one of the following to in• Open to indicate users can• Closed to prevent users

project



Description

143

dicate the billing status of the project:ime is billed no time is billedct whether their time should be billedled in the System Preferences.

e User Defined Fieldb (or Project/f you are using a pre‐8.26 version). pe field the value should be entered

User Defined Fieldc. These fields are e X represents which Project field the t, from 1 to 20.

visible to. To specify the department, nt’s full path in the hierarchy from the level of the desired department. cifying Departments on page 25. The xisting department assignments. ering is enabled in the Replicon Sys‐

within the Replicon interface, via the

Formatting the Data

Example#PROJECTUPD,ProjectName,ProjectCode,DefaultBillingRate

BillableOption Set N/A No No change Enter one of the following to in• Billable to ensure all t• Nonbillable to ensure• Both to allow users to sele

Only applicable if billing is enab

ProjectInfoX Text 255 No No change New value to enter in Task‐typTask‐type User Defined Field, iThe X represents which Task‐tyagainst, from 1 to 20.

ProjectOnlyInfoX Text 255 No No change New value to enter in a Projectavailable as of version 8.26. Thvalue should be entered agains

DeptNameLevel1 Text 255 No No change New department the project isyou must specify the departmethe highest department level toFor more information, see Spevalue specified will replace all eOnly applicable if hierarchy filttem Preferences.







a. Projects cannot be set to Archived status using the import utility. You can set this status using the CSV Import featureRepliConnect API, by editing each project individually or by mass editing imported projects via the user interface.

b. For information on importing user defined field values, see Specifying User Defined Fields on page 24.c. For information on importing user defined field values, see Specifying User Defined Fields on page 24.



Description

144
Formatting the Data
Manufacturing Set Up,MANUF,170

145

stead, see Editing a Project — #PRO‐

Formatting the Data

Deleting a Project — #PROJECTDEL

To delete a project, use the #PROJECTDEL command followed by the fields in the table below.

Example#PROJECTDEL,ProjectNameManufacturing Set Up

A project can only be deleted if no time or expenses have been submitted against it. To close a project inJECTUPD on page 141.



Description

ProjectName Text 255 Yes N/A Name of the project to delete

146

if hierarchy filtering is enabled, the n a project.

low. For information on adding clients

ch client their time and led in the System Pref‐

located to the clients in the System Prefer‐

tch the Project Name of an existing

tch the Name of an existing client.

llocate to the client, expressed as a , to allocate 30% to the client, enter een configured to use cost allocation.

Formatting the Data

Project Details

In TimeCost or TimeBill, the commands that follow allow you to edit the clients assigned to the project and,departments the project is visible to. Commands are also provided to enable or disable expense codes withi

Assigning a Client to a Project — #PROJECTCLIENTADD

To assign a client to a project, use the #PROJECTCLIENTADD command followed by the fields in the table beto Replicon, see Clients on page 27.

Table 11: Client and Billing Allocation Options

Valid Values DescriptionNone No clients are associated with the projectSingle One client is associated with the projectBucket Multiple clients are associated with the project. Users will select whi

expenses will be billed to. The bucket method option must be enaberences.

CostAllocation Multiple clients are associated with the project. The costs will be albased on a percentage. The cost allocation option must be enabledences.



Description

ProjectName Text 255 Yes N/A Project to assign the client to. Must maproject.

ClientName Text 255 Yes N/A Client to assign to the project. Must ma

ClientPercentage Nu‐meric

N/A Yes, if using cost allo‐cation

N/A The percentage of the project cost to anumber between 0 and 1. For example0.3. Only applicable if the project has b

147

n the table below.

. Must match the Project Name of an

Must match the Name of a client as‐

llocate to the client, expressed as a , to allocate 55% to the client, enter

Formatting the Data

Example#PROJECTCLIENTADD,ProjectName,ClientName,ClientPercentageManufacturing Set Up,Best Consulting,0.25Manufacturing Set Up,Big Game Inc,0.75

Updating a Client’s Cost Allocation — #PROJECTCLIENTUPD

To update a client’s allocation percentage, use the #PROJECTCLIENTUPD command followed by the fields i

Example#PROJECTCLIENTUPD,ProjectName,ClientName,ClientPercentageManufacturing Set Up,Best Consulting,0.3Manufacturing Set Up,Big Game Inc,0.7

This command only applies if the project uses cost allocation for client billing.



Description

ProjectName Text 255 Yes N/A Project to update the cost allocation forexisting project.

ClientName Text 255 Yes N/A Client to update the cost allocation for.signed to the project.

ClientPercentage Nu‐meric

N/A Yes N/A New percentage of the project cost to anumber between 0 and 1. For example0.55.

148

le below.

ENTADD command followed by the

from. Must match the Project Name

match the Name of a client assigned

department. Must match the Project

Formatting the Data

Removing a Client Assignment from a Project — #PROJECTCLIENTDEL

To remove a client from a project, use the #PROJECTCLIENTDEL command followed by the fields in the tab

Example#PROJECTCLIENTDEL,ProjectName,ClientNameManufacturing Set Up,Best Consulting

Assigning a Department to a Project — #PROJECTDEPARTMENTADD

To assign a department so the project is visible to users within the department, use the #PROJECTDEPARTMfields in the table below.



Description

ProjectName Text 255 Yes N/A Project to delete the client assignment of an existing project.

ClientName Text 255 Yes N/A Client to remove from the project. Mustto the project.

This command only applies if hierarchy filtering is enabled in the System Preferences.



Description

ProjectName Text 255 Yes N/A Project to make visible to the specified Name of an existing project.

149

to. To specify the department, you in the hierarchy from the highest de‐d department. For more information, .

Formatting the Data

Example#PROJECTDEPARTMENTADD,ProjectName,DeptNameLevel1,DeptNameLevel2Manufacturing Set Up,Company,Development

DeptNameLevel1 Text 255 Yes N/A Department to make the project visiblemust specify the department’s full pathpartment level to the level of the desiresee Specifying Departments on page 25









Description

150

PROJECTDEPARTMENTDEL command

nment from. Must match the Project

for. To specify the department, you in the hierarchy from the highest de‐d department. For more information, .

Formatting the Data

Removing a Department Assignment from a Project — #PROJECTDEPARTMENTDEL

To remove a department assignment, so the project is no longer visible to the department’s users, use the #followed by the fields in the table below.

Example#PROJECTDEPARTMENTDEL,ProjectName,DeptNameLevel1Manufacturing Set Up,Company

This command only applies if hierarchy filtering is enabled in the System Preferences.



Description

ProjectName Text 255 Yes N/A Project to remove the department assigName of an existing project.

DeptNameLevel1 Text 255 Yes N/A Department to remove the assignmentmust specify the department’s full pathpartment level to the level of the desiresee Specifying Departments on page 25







151

ECTEXPENSECODEADD command fol‐

CTEXPENSECODEDEL command fol‐

code. Must match the Project Name

oject expenses against. Must match

Formatting the Data

Assigning an Expense Code to a Project — #PROJECTEXPENSECODEADD

To assign an expense code to a project so those expenses can be entered against the project, use the #PROJlowed by the fields in the table below.

Example#PROJECTEXPENSECODEADD,ProjectName,ExpenseCodeManufacturing Set Up,AirfareManufacturing Set Up,Meals

Removing an Expense Code Assignment from a Project — #PROJECTEXPENSECODEDEL

To remove an expense code from a project so project expenses cannot be entered under it, use the #PROJElowed by the fields in the table below.

This command only applies with a valid license for the Expense module.



Description

ProjectName Text 255 Yes N/A Project for which to allow the expense of an existing project.

ExpenseCode Text 255 Yes N/A Expense code to allow users to enter prthe Name of an existing expense code.

This command only applies with a valid license for the Expense module.

An expense code can only be removed if no expenses have been submited against it under this project.

152

eCost or TimeBill.

code assignment. Must match the

ct. Must match the Name of an exist‐ct in Replicon.

Formatting the Data

Example#PROJECTEXPENSECODEDEL,ProjectName,ExpenseCodeManufacturing Set Up,Meals

Project Tasks

The commands the follow allow you to add tasks to projects and, subsequently, to edit or delete them in Tim

Adding a Task to a Project — #PROJECTTASKADD

To add a task to a project, use the #PROJECTTASKADD command followed by the fields in the table below.



Description

ProjectName Text 255 Yes N/A Project for which to delete the expenseProject Name of an existing project.

ExpenseCode Text 255 Yes N/A Expense code to remove from the projeing expense code assigned to the proje



Description

ProjectName Text 255 Yes N/A Name of the project to add the task to

153

ing Tasks on page 26 for more infor‐lds. When adding a sub‐task, the task st already exist in Replicon or be in‐ file.

ust match the Symbol of an existing

gainst the task or No to prevent time

Formatting the Data

TaskNameLevel1 Text 255 Yes N/A Full path of the task to add. See Specifymation on using the TaskNameLevel fieat each higher level in the hierarchy mucluded as an earlier entry in the import

TaskNameLevel2 Text 255









TaskCode Text 50 No Empty Code for the task

TaskDescription Text 255 No Empty Description of the task


N/A No 0 Estimated number of hours for the task

EstimatedCostCur‐rency


Currency of the task’s estimated cost. Mcurrency.


N/A No 0 Estimated cost for the task


N/A No Yes Enter Yes to allow time to be entered aentry



Description

154

e table below.

ntered against the task

d against the task

e status of the task: against the tasking time against the task

e billing status of the task:d billedr their time should be billede System Preferences.

r Defined Field 1a. The x represents tered against, from 1 to 10.

ask to be edited

Formatting the Data

Example#PROJECTTASKADD,ProjectName,TaskNameLevel1,TaskNameLevel2,EstimatedHoursManufacturing Set Up,Planning,,100Manufacturing Set Up,Planning,Designing Manufacturing Process,80Manufacturing Set Up,Planning,Creating Supply List,20

Editing a Task in a Project — #PROJECTTASKUPD

To edit a task already existing in a project, use the #PROJECTTASKUPD command followed by the fields in th

EntryStartDate Date N/A No No date Beginning of period when time can be e

EntryEndDate Date N/A No No date End of period when time can be entere

TaskStatus Set N/A No Open Enter one of the following to indicate th• Open to indicate users can enter time• Closed to prevent users from enter

BillableOption Set N/A No Both Enter one of the following to indicate th• Billable to ensure all time is bille• Nonbillable to ensure no time is• Both to allow users to select whethe

Only applicable if billing is enabled in th

TaskInfo1 Text 255 No Empty Value to enter in Project/Task‐type Usewhich field that the value should be en




Description

ProjectName Text 255 Yes N/A Name of the project that contains the t



Description

155

ing Tasks on page 26 for more infor‐lds.

task

st. Must match the Symbol of an ex‐

gainst the task or No to prevent time

Formatting the Data

TaskNameLevel1 Text 255 Yes N/A Full path of the task to edit. See Specifymation on using the TaskNameLevel fie










TaskNameModify Text 255 No No change New name of the task being edited

TaskCode Text 50 No No change New code for the task

TaskDescription Text 255 No No change New description of the task


N/A No No change New estimated number of hours for the

EstimatedCostCur‐rency

Text 50 No No change New currency of the task’s estimated coisting currency.


N/A No No change New estimated cost for the task


N/A No No change Enter Yes to allow time to be entered aentry



Description

156

be entered against the task

ntered against the task

e status of the task: against the tasking time against the task

e billing status of the task:d billedr their time should be billede System Preferences.

User Defined Fielda. The X repre‐ the value should be entered against,

Formatting the Data

Example#PROJECTTASKUPD,ProjectName,TaskNameLevel1,TaskNameLevel2,TaskNameModify,EstimatedHoursManufacturing Set Up,Planning,Designing Manufacturing Process,Designing Process,90

EntryStartDate Date N/A No No change New beginning of period when time can

EntryEndDate Date N/A No No change New end of period when time can be e

TaskStatus Set N/A No No change Enter one of the following to indicate th• Open to indicate users can enter time• Closed to prevent users from enter

BillableOption Set N/A No No change Enter one of the following to indicate th• Billable to ensure all time is bille• Nonbillable to ensure no time is• Both to allow users to select whethe

Only applicable if billing is enabled in th

TaskInfoX Text 255 No No change New value to enter in Project/Task‐typesents which Project/Task‐type field thatfrom 1 to 10.




Description

157

low.

sk in a Project — #PROJECTTASKUPD

ask to be deleted

ifying Tasks on page 26 for more in‐l fields.

Formatting the Data

Deleting a Task from a Project — #PROJECTTASKDEL

To delete a task from a project, use the #PROJECTTASKDEL command followed by the fields in the table be

Example#PROJECTTASKDEL,ProjectName,TaskNameLevel1,TaskNameLevel2Manufacturing Set Up,Planning,Creating Supply List

A task can only be deleted if no time has been entered against it. To close a task instead, see Editing a Taon page 154.



Description

ProjectName Text 255 Yes N/A Name of the project that contains the t

TaskNameLevel1 Text 255 Yes N/A Full path of the task to delete. See Specformation on using the TaskNameLeve










158

creating a project team and assigning

followed by the fields in the table

o change the member’s billing rate,

e project. This allows the team mem‐, assign users to tasks before creating ject team.

ember to. Must match the Name of

m to the project teamject team

Formatting the Data

Project Team and Task Assignments

In TimeCost or TimeBill, the following commands are used to specify who can enter time against the project byusers to tasks.

Adding Users to the Project Team — #PROJECTTEAMADD

To add all users, a department, or a specific user to the project team, use the #PROJECTTEAMADD commandbelow.

Team member’s will be automatically assigned the project’s default billing rate when they are added. Tsee Project Billing on page 166.

When a member is added to the project team, the member is automatically assigned to all tasks within thber to enter time against all tasks within the project. If you prefer to control task assignments individuallythe project team. With this method, each user assigned to a task will automatically be added to the pro



Description

ProjectName Text 255 Yes N/A Name of the project to add the team man existing project.

ProjectTeamType Set N/A Yes N/A Enter one of the following:• All to add all users to the project tea• Department to add a department• User to add a specific user to the pro

159

n the table below.

e project team. Only applicable if Pro‐e Specifying Departments on page 25 NameLevel fields.

atch the Login Name of an existing e is set to User.

member from. Must match the

Formatting the Data

Example#PROJECTTEAMADD,ProjectName,ProjectTeamType,DeptNameLevel1,DeptNameLevel2,LoginNameManufacturing Set Up,Department,Company,Development,Manufacturing Set Up,User,,,sally

Removing a Member from the Project Team — #PROJECTTEAMDEL

To remove a member from the project team, use the #PROJECTTEAMDEL command followed by the fields i

DeptNameLevel1 Text 255 Yes, if type set to De-part-ment

N/A Full path of the department to add to thjectTeamType is set to Department. Sefor more information on using the DeptDeptNameLevel2 Text 255






LoginName Text 255 Yes, if type set to User

N/A User to add to the project team. Must muser. Only applicable if ProjectTeamTyp



Description

ProjectName Text 255 Yes N/A Name of the project to remove the teamName of an existing project.



Description

160

t of all users from the project team department assignment from the project

gnment from the project team

from the project team. Only applica‐tment. See Specifying Departments ing the DeptNameLevel fields.

Must match the Login Name of an ex‐plicable if ProjectTeamType is set to

Formatting the Data

Example#PROJECTTEAMDEL,ProjectName,ProjectTeamType,LoginNameManufacturing Set Up,User,sally

ProjectTeamType Set N/A Yes N/A Enter one of the following:• All to remove an existing assignmen• Department to remove an existing

team• User to remove an existing user assi


N/A Full path of the department to remove ble if ProjectTeamType is set to Deparon page 25 for more information on usDeptNameLevel2 Text 255







N/A User to remove from the project team. isting user assigned to the team. Only apUser.



Description

161

nst it, use the #TASKASSIGNMENTADD

ave all members of the project team ally assigned to all tasks.

ignment to

See Specifying Tasks on page 26 for eLevel fields.

nt to the taskk

Formatting the Data

Assigning Users to a Task — #TASKASSIGNMENTADD

To assign all users, the users belonging to a department, or a specific user to a task so they can enter time agaicommand followed by the fields in the table below.

When creating task assignments, the assignee is automatically added to the project team. If you wish to hassigned to all tasks, add them to the project team first. Anyone added to the project team is automatic



Description

ProjectName Text 255 Yes N/A Name of the project to add the task ass

TaskNameLevel1 Text 255 Yes N/A Full path of the task to assign users to. more information on using the TaskNamTaskNameLevel2 Text 255









AssignmentType Set N/A Yes N/A Enter one of the following:• All to assign all users to the task• Department to assign a departme• User to add a specific user to the tas

162

2

IGNMENTUPD command followed by

the task. Only applicable if Assign‐ecifying Departments on page 25 for meLevel fields.

match the Login Name of an existing e is set to User.

ter time against the task. Enter Deny ime against the task.

e the task assignment

Formatting the Data

Example#TASKASSIGNMENTADD,ProjectName,TaskNameLevel1,AssignmentType,DeptNameLevel1,DeptNameLevelManufacturing Set Up,Planning,Department,Company,Human Resources

Changing the Status of a Task Assignment — #TASKASSIGNMENTUPD

To change an existing task assignment to either allow or deny time entry by the assignee, use the #TASKASSthe fields in the table below.


N/A Full path of the department to assign tomentType is set to Department. See Spmore information on using the DeptNa








N/A User to assign to the project team. Mustuser. Only applicable if AssignmentTyp

TaskAssnStatus Text 50 No Allowed Enter Allow to allow the assignee to ento prevent the assignee from entering t



Description

ProjectName Text 255 Yes N/A Name of the project for which to chang



Description

163

nment for. See Specifying Tasks on the TaskNameLevel fields.

ed, one of the following: of all usersepartment assignmentnment

o change the assignment. Only appli‐tment. See Specifying Departments ing the DeptNameLevel fields.

Formatting the Data

TaskNameLevel1 Text 255 Yes N/A Full path of the task to change the assigpage 26 for more information on using










AssignmentType Set N/A Yes N/A The type of the assignment being chang• All to change an existing assignment• Department to change an existing d• User to change an existing user assig


N/A Full path of the department for which tcable if AssignmentType is set to Deparon page 25 for more information on usDeptNameLevel2 Text 255








Description

164

2,TaskAssnStatus

below.

t. Must match the Login Name of an pplicable if AssignmentType is set to

ter time against the task. Enter Deny ime against the task.

e the task assignment

Formatting the Data

Example#TASKASSIGNMENTUPD,ProjectName,TaskNameLevel1,AssignmentType,DeptNameLevel1,DeptNameLevelManufacturing Set Up,Planning,Department,Company,Human Resources,Deny

Removing a Task Assignment — #TASKASSIGNMENTDEL

To remove a task assignment, use the #TASKASSIGNMENTDEL command followed by the fields in the table


N/A User for which to change the assignmenexisting user assigned to the task. Only aUser.

TaskAssnStatus Text 50 Yes N/A Enter Allow to allow the assignee to ento prevent the assignee from entering t



Description

ProjectName Text 255 Yes N/A Name of the project for which to remov



Description

165

e the assignment. See Specifying on using the TaskNameLevel fields.

one of the following:nt of all usersepartment assignmentnment

o remove the assignment. Only appli‐tment. See Specifying Departments ing the DeptNameLevel fields.

Formatting the Data

TaskNameLevel1 Text 255 Yes N/A Full path of the task for which to removTasks on page 26 for more information










AssignmentType Set N/A Yes N/A The type of assignment to be removed,• All to removing an existing assignme• Department to remove an existing d• User to remove an existing user assig


N/A Full path of the department for which tcable if AssignmentType is set to Deparon page 25 for more information on usDeptNameLevel2 Text 255








Description

166

2

ding and removing roles, assigning

and followed by the fields in the table

nt. Must match the Login Name of an entType is set to User.

nces.

e role. Must match the Name of an

the Name of an existing role.

Formatting the Data

Example#TASKASSIGNMENTDEL,ProjectName,TaskNameLevel1,AssignmentType,DeptNameLevel1,DeptNameLevelManufacturing Set Up,Planning,Department,Company,Human Resources

Project Billing In TimeBill, the commands that follow can be used to manage the rates project time is billed at, including adrates, and enabling rate types for team members.

Adding a Role to a Project — #PROJECTROLEADD

To add a role to a project so it can be assigned to project team members, use the #PROJECTROLEADD commbelow.


N/A User for whom to remove the assignmeexisting user. Only applicable if Assignm

The commands in this section only apply if the billing feature is enabled in the Replicon System Prefere



Description

ProjectName Text 255 Yes N/A Name of the project for which to add thexisting project.

RoleName Text 50 Yes N/A Role to add to the project. Must match



Description

167

elow.

e the role. Must match the Name of

match the Name of an existing role

Formatting the Data

Example#PROJECTROLEADD,ProjectName,RoleNameManufacturing Set Up,Graphics Designer

Removing a Role from a Project — #PROJECTROLEDEL

To remove a role from a project, use the #PROJECTROLEDEL command followed by the fields in the table b

Example#PROJECTROLEDEL,ProjectName,RoleNameManufacturing Set Up,Graphics Designer



Description

ProjectName Text 255 Yes N/A Name of the project for which to removan existing project.

RoleName Text 50 Yes N/A Role to remove from the project. Must assigned to the project.

168

ffective date)

t rate type for the applicable team t team that includes the user Mark g the #PROJECTRATEADD command

for team members, a warning will be

the rate. Must match the Name of an

here the rate should be assigned:fault billing rate for the projectned to the projectepartment assigned to the project teamned to the project team

he Name of an existing role enabled tem is set to Role.

Formatting the Data

Add a Rate within a Project — #PROJECTRATEADD

Use the #PROJECTRATEADD command followed by the fields in the table below to:

• Assign a rate to the project as a whole (either by replacing the default rate or adding a rate with an e• Assign a rate to a role assigned to the project• Assign a rate to a department assigned to the project team• Assign a rate to a user assigned to the project team

The rate can be assigned as the default rate, or you can specify the date the rate should take effect.

Once you have assigned a rate to a role, department, or user on the project team, you must enable thamember using the #PROJECTTEAMRATEADD command detailed on 173. For example, consider a projecRobbins, whose time is to be billed at a rate specific to him. To do so, you must assign a rate to Mark usinand then enable the Override rate type for Mark using the #PROJECTTEAMRATEADD command.

If you use the #PROJECTRATEADD command and the related rate types have not already been enabled logged when you import the rates.



Description

ProjectName Text 255 Yes N/A Name of the project for which to assign existing project.

RateItem Set N/A Yes N/A Enter one of the following to indicate w• Project to assign the rate as the de• Role to assign the rate to a role assig• Department to assign the rate to a d• User to assign the rate to a user assig

RoleName Text 255 Yes, if RateItem set to Role

N/A Role to assign the rate to. Must match tfor the project. Only applicable if RateI

169

e rate to. Only applicable if RateItem epartments on page 25 for more in‐l fields.

he Name of an existing user who is a icable if RateItem is set to User.

st match the Name of an existing cur‐

Formatting the Data

DeptNameLevel1 Text 255 Yes, if RateItem set to De-part-ment

N/A Full path of the department to assign this set to Department. See Specifying Dformation on using the DeptNameLeveDeptNameLevel2 Text 255






LoginName Text 255 Yes, if RateItem set to User

N/A User to assign the rate to. Must match tmember of the project team. Only appl

EffectiveDate Date N/A No No date (rate becomes de‐fault “initial” rate)

The date the rate takes effect

Currency Text 50 No Base Cur-rency select‐ed in Replicon

Currency of the rate being assigned. Murency.

Rate Nu‐meric

N/A No If enabling a user rate, the user’s default billing rate, if set. Other‐wise, 0.

Hourly billing rate to assign



Description

170

eDate

Formatting the Data

Example#PROJECTRATEADD,ProjectName,RateItem,RoleName,DeptNameLevel1,DeptNameLevel2,Rate,EffectivManufacturing Set Up,Department,,Company,Development,125,03/04/2007Manufacturing Set Up,Role,Graphics Designer,,,130,

171

low.

the rate. Must match the Name of an

here the rate to be deleted is as‐

ject within the projectned to a department on the project teamser on the project team

ch the Name of an existing role en‐ RateItem is set to Role.

e rate from. Only applicable if ecifying Departments on page 25 for meLevel fields.

Formatting the Data

Deleting a Rate from a Project — #PROJECTRATEDEL

To delete a rate from a project, use the #PROJECTRATEDEL command followed by the fields in the table be

The default “initial” rate cannot be deleted. Only rates with an effective date can be deleted.



Description

ProjectName Text 255 Yes N/A Name of the project for which to deleteexisting project.

RateItem Set N/A Yes N/A Enter one of the following to indicate wsigned:

• Project to delete a rate for the pro• Role to delete a rate assigned to role• Department to delete a rate assig• User to delete a rate assigned to a u

RoleName Text 255 Yes, if RateItem set to Role

N/A Role to delete the rate from. Must matabled for the project. Only applicable if

DeptNameLevel1 Text 255 Yes, if RateItem set to De-part-ment

N/A Full path of the department to delete thRateItem is set to Department. See Spmore information on using the DeptNaDeptNameLevel2 Text 255






172

ch the Name of an existing user who pplicable if RateItem is set to User.

, as assigned in Replicon

Formatting the Data

Example#PROJECTRATEDEL,ProjectName,RateItem,DeptNameLevel1,DeptNameLevel2,EffectiveDateManufacturing Set Up,Department,Company,Development,03/04/2007

LoginName Text 255 Yes, if RateItem set to User

N/A User to delete the rate from. Must matis a member of the project team. Only a

EffectiveDate Date N/A Yes N/A The date the rate to delete takes effect



Description

173

CTTEAMRATEADD command followed

ust be completed because default

or the department or user.

the rate type. Must match the Name

member, one of the following:for the team memberm member or user‐specific rate for the team member set to Department or User)

ust match the Name of an existing cable if RateType is set to Role.

enable the rate type, one of the fol‐

isting assignment of all userse for an existing department assignmentxisting user assignment

Formatting the Data

Enabling a Rate Type for a Team Member — #PROJECTTEAMRATEADD

To enable a rate type for a team member so they can select the rate type when entering time, use the #PROJEby the fields in the table below.

You can assign a rate specific to each department or user on the project team as follows:

1. Assign a rate to the department or user using the #PROJECTRATEADD command on 168. This mrates do not exist for departments or users.

2. Use the #PROJECTTEAMRATEADD command defined below to enable the Override rate type f



Description

ProjectName Text 255 Yes N/A Name of the project for which to enableof an existing project.

RateType Set N/A Yes N/A The type of rate to enable for the team• Project to enable the project rate • Role to enable a role rate for the tea• Override to enable a department‐

(only applicable if ProjectTeamType is

RoleName Text 255 Yes, if rate type set to Role

N/A Role to enable for the team member. Mrole enabled for the project. Only appli

ProjectTeamType Set N/A Yes N/A The type of team member for whom tolowing:

• All to enable the rate type for an ex• Department to enable the rate typ• User to enable the rate type for an e

174

e the #PROJECTTEAMRATEDEL com‐

o enable the rate type. Only applica‐tment. See Specifying Departments ing the DeptNameLevel fields.

Must match the Name of an existing m. Only applicable if RateItem is set

the rate type. Must match the Name

Formatting the Data

Example#PROJECTTEAMRATEADD,ProjectName,RateType,ProjectTeamType,DeptNameLevel1,DeptNameLevel2Manufacturing Set Up,Override,Department,Company,Development

Disabling a Rate Type for a Team Member — #PROJECTTEAMRATEDEL

To disable a rate type for a team member so they can no longer select the rate type when entering time, usmand followed by the fields in the table below.

DeptNameLevel1 Text 255 Yes, if team type set to De-part-ment

N/A Full path of the department for whom tble if ProjectTeamType is set to Deparon page 25 for more information on usDeptNameLevel2 Text 255






LoginName Text 255 Yes, if team type set to User

N/A User for whom to enable the rate type.user who is a member of the project teato User.



Description

ProjectName Text 255 Yes N/A Name of the project for which to disableof an existing project.



Description

175

member, one of the following: for the team memberm member or user‐specific rate for the team member set to Department or User)

ust match the Name of an existing ly applicable if RateType is set to

disable the rate type, one of the fol‐

isting assignment of all userspe for an existing department assignmentxisting user assignment

o disable the rate type. Only applica‐tment. See Specifying Departments ing the DeptNameLevel fields.

Must match the Name of an existing m. Only applicable if RateItem is set

Formatting the Data

RateType Set N/A Yes N/A The type of rate to disable for the team• Project to disable the project rate• Role to disable a role rate for the tea• Override to disable a department‐

(only applicable if ProjectTeamType is

RoleName Text 255 Yes, if rate type set to Role

N/A Role to disable for the team member. Mrole enabled for the team member. OnRole.

ProjectTeamType Set N/A Yes N/A The type of team member for whom tolowing:

• All to disable the rate type for an ex• Department to disable the rate ty• User to disable the rate type for an e

DeptNameLevel1 Text 255 Yes, if team type set to De-part-ment

N/A Full path of the department for whom tble if ProjectTeamType is set to Deparon page 25 for more information on usDeptNameLevel2 Text 255






LoginName Text 255 Yes, if team type set to User

N/A User for whom to disable the rate type.user who is a member of the project teato User.



Description

176

ned when a booking is added in that

h the Login Name of an existing user.

. Must match the Name of an existing r.

taken off. Enter one of the values in cted value is supported by the Mini‐ookings, which is set in the System

en off on the first day. Only applies if ay. If the Minimum amount of time Hour in System Preferences, a full .

Formatting the Data

Example#PROJECTTEAMRATEDEL,ProjectName,RateType,ProjectTeamType,DeptNameLevel1,DeptNameLevel2Manufacturing Set Up,Override,Department,Company,Development

Time Off Bookings The following commands allow you to add, edit, and delete time off bookings in TimeAttend or TimeOff.

Adding a Time Off Booking — #TIMEOFFADD

To add a time off booking, use the #TIMEOFFADD command followed by the fields in the table below.

If the user uses timesheets and the timesheet has already been submitted, the timesheet will be re‐opeperiod.



Description

LoginName Text 255 Yes N/A User to add the booking for. Must matc

TimeOffName Text 50 Yes N/A Time off type to book the time off undertime off type that is allowed for the use

StartDate Date N/A Yes N/A Start date of the booking

StartDurationType Set N/A Yes N/A The amount of the first day that is beingTable 12 on page 182, ensuring the selemum amount of time off required in bPreferences.

StartHours Nu‐meric

N/A Yes, if Par-tial Day

N/A The number of hours that are being takStartDurationType is set to Partial Doff required in bookings is set to Full hour (non‐decimal) value must be used

177

e start date. Enter the time in a Rep‐rtDurationType is set to Full Day.

taken off. Enter one of the values in cted value is supported by the Mini‐ookings, which is set in the System ate are the same, the StartDuration‐

en off on the last day. Only applies if ay. If the Minimum amount of time Hour in System Preferences, a full .

end date. Enter the time in a Replicon ationType is set to Full Day.

fined Fielda. The X represents which entered against, from 1 to 5.

Formatting the Data

StartTime Time N/A No, un‐less re‐quired by sys‐tem prefer‐ence

N/A The time when the time off begins on thlicon time format. Does not apply if Sta

EndDate Date N/A Yes N/A End date for the booking

EndDurationType Set N/A Yes, if end date does not match start date

N/A The amount of the last day that is beingTable 12 on page 182, ensuring the selemum amount of time off required in bPreferences. If the start date and end dType will be used.

EndHours Nu‐meric


N/A The number of hours that are being takEndDurationType is set to Partial Doff required in bookings is set to Full hour (non‐decimal) value must be used

EndTime Time N/A No, un‐less re‐quired by sys‐tem prefer‐ence

N/A The time when the time off ends on the time format. Does not apply if StartDur

Comments Text 255 No Empty Comments to include with the booking

TimeOffInfoX Text 255 No Empty Value to enter in Time Off‐type User DeTime Off‐type field the value should be



Description

178

onType,EndHours,EndTime

Formatting the Data

Example#TIMEOFFADD,LoginName,TimeOffName,StartDate,StartDurationType,StartTime,EndDate,EndDuratiadmin,Vacation,24/08/2009,Quarter Day,3:00pm,27/08/2009,Partial Day,2,10:00am


179

atch the Login Name of the user.

ooking

t match the Name of an existing time


en off on the first day. Only applies if ay. If the Minimum amount of time Hour in System Preferences, a full .

e start date. Enter the time in a Rep‐rtDurationType is set to Full Day.

Formatting the Data

Editing a Time Off Booking — #TIMEOFFUPD

To edit a time off booking, use the #TIMEOFFUPD command followed by the fields in the table below.



Description

LoginName Text 255 Yes N/A User that the booking is under. Must m

TimeOffName Text 50 Yes N/A Current time off type selected for the b

StartDate Date N/A Yes N/A Current start date of the booking

EndDate Date N/A Yes N/A Current end date for the booking

TimeOffNameModify Text 50 No No change New time off type for the booking. Musoff type that is allowed for the user.

StartDateModify Date N/A No No change New start date of the booking

StartDurationType Set N/A Yes, if start date changed

No change The amount of the first day that is beingTable 12 on page 182, ensuring the selemum amount of time off required in bPreferences.

StartHours Nu‐meric


No change The number of hours that are being takStartDurationType is set to Partial Doff required in bookings is set to Full hour (non‐decimal) value must be used

StartTime Time N/A No, un‐less re‐quired by sys‐tem prefer‐ence

No change The time when the time off begins on thlicon time format. Does not apply if Sta

180


en off on the last day. Only applies if ay. If the Minimum amount of time Hour in System Preferences, a full .

end date. Enter the time in a Replicon ationType is set to Full Day.

king

er Defined Field 1a. The X represents should be entered against, from 1 to

Formatting the Data

Example#TIMEOFFUPD,LoginName,TimeOffName,StartDate,EndDate,StartDateModify

EndDateModify Date N/A No No change New end date for the booking

EndDurationType Set N/A Yes, if end date changed and does not match start date

No change The amount of the last day that is beingTable 12 on page 182, ensuring the selemum amount of time off required in bPreferences.

EndHours Nu‐meric


No change The number of hours that are being takEndDurationType is set to Partial Doff required in bookings is set to Full hour (non‐decimal) value must be used

EndTime Time N/A No, un‐less re‐quired by sys‐tem prefer‐ence

No change The time when the time off ends on the time format. Does not apply if StartDur

Comments Text 255 No No change New comments to include with the boo

TimeOffInfoX Text 255 No No change New value to enter in Time Off‐type Uswhich Time Off‐type field that the value5.




Description

181

atch the Login Name of the user.

o delete

Formatting the Data

matt,Vacation,03/04/2007,09/04/2007,03/02/2007

Deleting a Time Off Booking — #TIMEOFFDEL

To delete a time off booking, use the #TIMEOFFDEL command followed by the fields in the table below

Example#TIMEOFFDEL,LoginName,TimeOffName,StartDate,EndDatematt,Vacation,03/02/2007,09/04/2007



Description

LoginName Text 255 Yes N/A User that the booking is under. Must m

TimeOffName Text 50 Yes N/A Time off type selected for the booking t

StartDate Date N/A Yes N/A Start date of the booking to delete

EndDate Date N/A Yes N/A End date for the booking to delete

182

s in the table below.

ing taken offff

taken offin StartHours or End‐

e created with the specified entry. If

ch the Login Name of an existing user.

d Locked In‐Out timesheets. Must be uration field value.

Formatting the Data

Project‐Based Timesheets

The following commands allow you to add, edit, and delete entries in timesheets in TimeCost or TimeBill.

Entering Time in a Timesheet — #TIMESHEETADD

To add time against projects/tasks to a timesheet, use the #TIMESHEETADD command followed by the field

Table 12: Duration Type Options

Valid Values Valid if Minimum amount... in System Preferences is set to...

Description

Full Day Any value A whole day is being taken offThree Quarter Day 1/4 Day Three‐quarters of the day is beHalf Day 1/2 Day, 1/4 Day, Full Hour,

or <None>Half of the day is being taken o

Quarter Day 1/4 Day One‐quarter of the day is beingPartial Day Full Hour, or <None> The number of hours specified

Hours is being taken off.

If time has not been entered for the timesheet period containing the entry date, a new timesheet will ba timesheet does exist, the entry will be added to it.



Description

LoginName Text 255 Yes N/A User to enter the time under. Must mat

EntryDate Date N/A Yes N/A Date to enter the time under

InTime Time N/A No Automatically calculated

In time value. Only applies to In‐Out animported with either an OutTime or a D

183

nd Locked In‐Out timesheets. Must .

plicable if bucket method is used to e project.

match the Name of an existing

Formatting the Data

OutTime Time N/A No Automatically calculated

Out time value. Only applies to In‐Out abe imported with an InTime field value

Duration Nu‐meric

N/A No 0 if using Stan‐dard timesheet; au‐tomatically calculated if using In‐Out or Locked In‐Out timesheet

Number of hours to enter

ClientName Text 255 Yes, if project uses bucket method

N/A Client to be billed for the time. Only apallocate billing to multiple clients on th

ProjectName Text 255 Yes N/A Project to enter the time against. Mustproject.



Description

184

gainst. See Specifying Tasks on page askNameLevel fields.

match the Name of an existing activ‐file.

le 13 on page 194 for more informa‐

o determine the billing rate. Must bled for the project and the user’s ble if BillableOption is set to Bill-

ered

Formatting the Data

TaskNameLevel1 Text 255 Yes, if time en‐try not allowed at project level

No task Full path of the task to enter the time a26 for more information on using the T










ActivityName Text 255 No No activity Activity to enter the time against. Mustity assigned to the user within their pro

BillableOption Set N/A Yes N/A Billing rate to apply to the time. See Tabtion.

RoleName Text 255 Yes, if billing set to Bill-able Role Rate

N/A Role associated with the time in order tmatch the Name of an existing role enateam member assignment. Only applicaable Role Rate.

Comments Text 255 No Empty Comments to include with the time ent



Description

185

kNameLevel2,BillableOptionates,NonBillable

s in the table below.

User Defined Fielda. The X represents alue should be entered against, from

type User Defined Fielda. The X repre‐field the value should be entered

‐type User Defined Fielda. The X rep‐pe field the value should be entered

e if you wish to create multiple rows ation.

atch the Login Name of an existing

Formatting the Data

Example#TIMESHEETADD,LoginName,EntryDate,InTime,Duration,Comments,ProjectName,TaskNameLevel1,Tasfrank,03/04/2007,8:00 AM,3.0,Preparing for status meeting,Our Intranet,Internal,Corp Upd

Editing a Time Entry in a Timesheet — #TIMESHEETUPD

To edit time against projects/tasks in a timesheet, use the #TIMESHEETUPD command followed by the field

TimesheetInfoX Text 255 No Empty Value to enter in Entire Timesheet‐type which Entire Timesheet‐type field the v1 to 5.

TimesheetRowInfoX Text 255 No Empty Value to enter in Row Level Timesheet‐sents which Row Level Timesheet‐type against, from 1 to 5.

TimesheetCellInfoX Text 255 No Empty Value to enter in Hour Level Timesheetresents which Hour Level Timesheet‐tyagainst, from 1 to 5.

RowNumber Nu‐meric

N/A No First row for this project/task

Row to add the entry to. Only applicablwith the same project and task combin




Description

LoginName Text 255 Yes N/A User for which to edit the entry. Must muser.

EntryDate Date N/A Yes N/A Date for which to edit the entry



Description

186

ut and Locked In‐Out timesheets. me or a Duration field value, even if

Out and Locked In‐Out timesheets. value, even if the other value is not

pecified date

y applicable if bucket method is used the project.


Formatting the Data

InTime Time N/A No No change New in time value. Only applies to In‐OMust be imported with either an OutTithe other value is not changing.

OutTime Time N/A No No change New out time value. Only applies to In‐Must be imported with an InTime field changing.

Duration Nu‐meric

N/A No No change New number of hours to enter for the s


N/A Client selected for the entry to edit. Onlto allocate billing to multiple clients on

ProjectName Text 255 Yes N/A Project selected for the entry to edit. Mproject.



Description

187

try to edit. See Specifying Tasks on the TaskNameLevel fields.

ust match the Name of an existing ac‐rofile.

t. See Table 13 on page 194 for more

o edit

er to determine the billing rate. Must bled for the project and the user’s ble if BillableOption is set to Bill-

e entered

Formatting the Data

TaskNameLevel1 Text 255 Yes, if time was entered at task level

No change Full path of the task selected for the enpage 26 for more information on using










ActivityName Text 255 No No change Activity selected for the entry to edit. Mtivity assigned to the user within their p

BillableOption Set N/A Yes N/A Billing rate selected for the entry to ediinformation

BillableOptionModi‐fy

Set N/A No No change New billing rate to assign to the entry t

RoleName Text 255 No No change New role associated with the time in ordmatch the Name of an existing role enateam member assignment. Only applicaable Role Rate.

Comments Text 255 No No change New comments to include with the tim



Description

188

kNameLevel2,BillableOption,Corp Updates,NonBillable

‐type User Defined Fielda. The X rep‐ld the value should be entered

eet‐type User Defined Fielda. The X ‐type field the value should be en‐

heet‐type User Defined Fielda. The X ‐type field the value should be en‐

dit. Only applicable if you previously oject and task combination.

Formatting the Data

Example#TIMESHEETUPD,LoginName,EntryDate,InTime,Duration,Comments,ProjectName,TaskNameLevel1,Tasfrank,03/04/2007,8:00 AM,4.5,Preparing for status meeting for mgmt,Our Intranet,Internal

TimesheetInfoX Text 255 No No change New value to enter in Entire Timesheetresents which Entire Timesheet‐type fieagainst, from 1 to 5.

TimesheetRowInfoX Text 255 No No change New value to enter in Row Level Timeshrepresents which Row Level Timesheettered against, from 1 to 5.

TimesheetCellInfoX Text 255 No No change New value to enter in Hour Level Timesrepresents which Hour Level Timesheettered against, from 1 to 5.



Row number assigned to the entry to ecreated multiple rows with the same pr




Description

189

ESHEETDELCELL command followed


nly applicable if bucket method is ts on the project.


Formatting the Data

Clearing a Time Entry from a Timesheet — #TIMESHEETDELCELL

To remove the time and comments entered against a project for a specific date in a timesheet, use the #TIMby the fields in the table below.



Description

LoginName Text 255 Yes N/A User for which to clear the entry. Must user.

EntryDate Date N/A Yes N/A Date for which to clear the entry


N/A Client specified for the entry to clear. Oused to allocate billing to multiple clien

ProjectName Text 255 Yes N/A Project specified for the entry to clear. project.

190

try to clear. See Specifying Tasks on the TaskNameLevel fields.

Must match the Name of an existing r profile.

r. See Table 13 on page 194 for more

lear. Must match the Name of an ex‐he user’s team member assignment. o Billable Role Rate.

ear. Only applicable if you previously oject and task combination.

Formatting the Data


No task Full path of the task specified for the enpage 26 for more information on using










ActivityName Text 255 No No activity Activity specified for the entry to clear. activity assigned to the user within thei

BillableOption Set N/A Yes N/A Billing rate specified for the entry to cleainformation.

RoleName Text 255 Yes, if billing option set to role rate

N/A Role associated with the time entry to cisting role enabled for the project and tOnly applicable if BillableOption is set t



Row number assigned to the entry to clcreated multiple rows with the same pr



Description

191

ption

Formatting the Data

Example#TIMESHEETDELCELL,LoginName,EntryDate,ProjectName,TaskNameLevel1,TaskNameLevel2,BillableOfrank,03/04/2007,Our Intranet,Internal,Corp Updates,NonBillable

192

by the fields in the table below.


hich the row is to be deleted

ly applicable if bucket method is used the project.


to delete. See Specifying Tasks on the TaskNameLevel fields.

Formatting the Data

Deleting a Time Entry Row from a Timesheet — #TIMESHEETDELROW

To delete a complete row of time entry from a timesheet, use the #TIMESHEETDELROW command followed



Description

LoginName Text 255 Yes N/A User for which to delete the row. Must user.

EntryDate Date N/A Yes N/A Date within the timesheet period for w


N/A Client specified in the row to delete. Onto allocate billing to multiple clients on

ProjectName Text 255 Yes N/A Project specified in the row to delete. Mproject.


No task Full path of the task specified in the rowpage 26 for more information on using










193

tionojects

ust match the Name of an existing r profile.

e. See Table 13 on page 194 for more

Must match the Name of an existing r’s team member assignment. Only llable Role Rate.

licable if you previously created mul‐sk combination.

Formatting the Data

Example#TIMESHEETDELROW,LoginName,EntryDate,ProjectName,TaskNameLevel1,TaskNameLevel2,BillableOpfrank,03/04/2007,Our Intranet,Internal,Corp Updates,NonBillableTimesheets not Based on Pr

ActivityName Text 255 No No activity Activity specified in the row to delete. Mactivity assigned to the user within thei

BillableOption Set N/A Yes N/A Billing rate specified in the row to deletinformation.

RoleName Text 255 Yes, if billing option set to role rate

N/A Role associated with the row to delete.role enabled for the project and the useapplicable if BillableOption is set to Bi



Number of the row to delete. Only apptiple rows with the same project and ta



Description

194

elow.

lies if the Billing Status

their department. If a gnment, their user rate has been set to Bill-

e field. Only applies if ssignment that applies been set to Billable

g Status of the project led in the System Pref‐

e created with the specified entry. If

ch the Login Name of an existing user.

Formatting the Data

Timesheets not Based on ProjectsThe following commands allow you to add, edit, and delete entries in timesheets in TimeAttend.

Entering Time in a Timesheet — #TIMESHEETADD

To add worked time to a timesheet, use the #TIMESHEETADD command followed by the fields in the table b

Table 13: Billing Options

Valid Values DescriptionBillable Default Rate The time should be billed at the default project billing rate. Only app

of the project or task has been set to Billable or Both.Billable Override Rate The time should be billed at the billing rate assigned to the user or

user is assigned to the task through both a department and user assiwill be used. Only applies if the Billing Status of the project or task able or Both.

Billable Role Rate The time should be billed based on the role specified in the RoleNamroles have been enabled for the project and for the team member ato the user. Only applies if the Billing Status of the project or task hasor Both.

NonBillable The time should not be billed to the client(s). Only applies if the Billinor task has been set to Non-billable or Both or billing is not enaberences.

If time has not been entered for the timesheet period containing the entry date, a new timesheet will ba timesheet does exist, the entry will be added to it.



Description

LoginName Text 255 Yes N/A User to enter the time under. Must mat

195

d Locked In‐Out timesheets. Must be uration field value.

nd Locked In‐Out timesheets. Must .

match the Name of an existing activ‐file.

ered




Formatting the Data

EntryDate Date N/A Yes N/A Date to enter the time under

InTime Time N/A No Automatically calculated

In time value. Only applies to In‐Out animported with either an OutTime or a D

OutTime Time N/A No Automatically calculated

Out time value. Only applies to In‐Out abe imported with an InTime field value

Duration Nu‐meric

N/A No 0 if using Stan‐dard timesheet; au‐tomatically calculated if using In‐Out or Locked In‐Out timesheet

Number of hours to enter

ActivityName Text 255 No No activity Activity to enter the time against. Mustity assigned to the user within their pro

Comments Text 255 No Empty Comments to include with the time ent

TimesheetInfoX Text 255 No Empty Value to enter in Entire Timesheet‐type which Entire Timesheet‐type field the v1 to 5.





Description

196

elow.

e if you previously created multiple rows with no activity.

atch the Login Name of an existing

ut and Locked In‐Out timesheets. me or a Duration field value, even if

Out and Locked In‐Out timesheets. value, even if the other value is not

pecified date

Formatting the Data

Example#TIMESHEETADD,LoginName,EntryDate,Duration,ActivityName,Commentsrichard,03/05/2007,8.0,Hiring,Interviewing candidates

Editing a Time Entry in a Timesheet — #TIMESHEETUPD

To edit worked time in a timesheet, use the #TIMESHEETUPD command followed by the fields in the table b


N/A No First row for this activity selection

Row to add the entry to. Only applicablrows with the same activity, or multiple




Description

LoginName Text 255 Yes N/A User for which to edit the entry. Must muser.

EntryDate Date N/A Yes N/A Date for which to edit the entry

InTime Time N/A No No change New in time value. Only applies to In‐OMust be imported with either an OutTithe other value is not changing.

OutTime Time N/A No No change New out time value. Only applies to In‐Must be imported with an InTime field changing.

Duration Nu‐meric

N/A No No change New number of hours to enter for the s



Description

197

applicable. Must match the Name of within their profile.

e entered

‐type User Defined Fielda. The X rep‐ld the value should be entered

eet‐type User Defined Fielda. The X ‐type field the value should be en‐

heet‐type User Defined Fielda. The X ‐type field the value should be en‐

dit. Only applicable if you previously tivity, or multiple rows with no activ‐

Formatting the Data

Example#TIMESHEETUPD,LoginName,EntryDate,Duration,ActivityNamerichard,03/05/2007,8.5,Hiring

ActivityName Text 255 Yes, if activity selected

No activity Activity selected for the entry to edit, ifan existing activity assigned to the user



TimesheetRowInfoX Text 255 No No change New value to enter in Row Level Timeshrepresents which Row Level Timesheettered against, from 1 to 5.

TimesheetCellInfoX Text 255 No No change New value to enter in Hour Level Timesrepresents which Hour Level Timesheettered against, from 1 to 5.



Row number assigned to the entry to ecreated multiple rows with the same acity.




Description

198

owed by the fields in the table below.


Must match the Name of an existing r profile.

ear. Only applicable if you previously tivity, or multiple rows with no activ‐

Formatting the Data

Clearing a Time Entry from a Timesheet — #TIMESHEETDELCELL

To remove the time and comments entered for a specific date, use the #TIMESHEETDELCELL command foll

Example#TIMESHEETDELCELL,LoginName,EntryDate,ActivityNamerichard,03/05/2007,Hiring



Description

LoginName Text 255 Yes N/A User for which to clear the entry. Must user.

EntryDate Date N/A Yes N/A Date for which to clear the entry

ActivityName Text 255 No No activity Activity specified for the entry to clear. activity assigned to the user within thei



Row number assigned to the entry to clcreated multiple rows with the same acity.

199

by the fields in the table below.



ust match the Name of an existing r profile.

licable if you previously created mul‐ltiple rows with no activity.

Formatting the Data

Deleting a Time Entry Row from a Timesheet — #TIMESHEETDELROW

To delete a complete row of time entry from a timesheet, use the #TIMESHEETDELROW command followed

Example#TIMESHEETDELROW,LoginName,EntryDate,ActivityNamerichard,03/05/2007,Hiring



Description

LoginName Text 255 Yes N/A User for which to delete the row. Must user.


ActivityName Text 255 Yes, if activity selected

No activity Activity specified in the row to delete. Mactivity assigned to the user within thei



Number of the row to delete. Only apptiple rows with the same activity, or mu

200

table below.

eet will be created with the specified



entered




e if you wish to create multiple rows

Formatting the Data

Entering Time Off in a Timesheet — #TIMESHEETADD

To add unbooked time off to a timesheet, use the #TIMESHEETADD command followed by the fields in the

If time or time off has not been entered for the timesheet period containing the entry date, a new timeshentry. If a timesheet does exist, the entry will be added to it.



Description

LoginName Text 255 Yes N/A User to enter the time off under. Must user.

EntryDate Date N/A Yes N/A Date to enter the time off under

Duration Nu‐meric

N/A No 0 Number of hours to enter

TimeOffName Text 255 Yes N/A Time off type to enter the time against.time off type enabled for the user.

Comments Text 255 No Empty Comments to include with the time off

TimesheetInfoX Text 255 No Empty Value to enter in Entire Timesheet‐type which field Entire Timesheet‐type the v1 to 5.




N/A No First row for this time off type

Row to add the entry to. Only applicablwith the same time off type.

201
Formatting the Data
Example#TIMESHEETADD,LoginName,EntryDate,Duration,Comments,TimeOffNamerichard,04/04/2007,8.0,Taking long weekend,Vacation


202

y the fields in the table below.

y. Must match the Login Name of an

y

edit. Must match the Name of an ex‐r.

e off entered

‐type User Defined Fielda. The X rep‐ld that the value should be entered

eet‐type User Defined Fielda. The X ‐type field that the value should be

heet‐type User Defined Fielda. The X ‐type field that the value should be

pplicable if you previously created pe.

Formatting the Data

Editing a Time Off Entry in a Timesheet — #TIMESHEETUPD

To edit an existing unbooked time off entry in a timesheetn, use the #TIMESHEETUPD command followed b



Description

LoginName Text 255 Yes N/A User for whom to edit the time off entrexisting user.

EntryDate Date N/A Yes N/A Date for which to edit the time off entr

Duration Nu‐meric

N/A No No change New number of hours to enter

TimeOffName Text 255 Yes N/A Time off type specified for the entry to isting time off type enabled for the use




TimesheetRowInfoX Text 255 No No change New value to enter in Row Level Timeshrepresents which Row Level Timesheetentered against, from 1 to 5.

TimesheetCellInfoX Text 255 No No change New value to enter in Hour Level Timesrepresents which Hour Level Timesheetentered against, from 1 to 5.



Row number of the entry to edit. Only amultiple rows with the same time off ty

203
Formatting the Data
Example#TIMESHEETUPD,LoginName,EntryDate,Duration,Comments,TimeOffNamerichard,04/04/2007,4.0,Shortened day off,Vacation

204

ed by the fields in the table below.

e fields in the table below.

ry. Must match the Login Name of an

ry

lear. Must match the Name of an ex‐r.

applicable if you previously created pe.

w. Must match the Login Name of an


Formatting the Data

Clearing a Time Off Entry from a Timesheet — #TIMESHEETDELCELL

To clear an existing unbooked time off entry in a timesheet, use the #TIMESHEETDELCELL command follow

Example#TIMESHEETDELCELL,LoginName,EntryDate,TimeOffNamerichard,04/04/2007,Vacation

Deleting a Time Off Row from a Timesheet — #TIMESHEETDELROW

To delete an existing time off row from a timesheet, use the #TIMESHEETDELROW command followed by th



Description

LoginName Text 255 Yes N/A User for whom to clear the time off entexisting user.

EntryDate Date N/A Yes N/A Date for which to clear the time off ent

TimeOffName Text 255 Yes N/A Time off type specified for the entry to cisting time off type enabled for the use



Row number of the entry to clear. Onlymultiple rows with the same time off ty



Description

LoginName Text 255 Yes N/A User for whom to delete the time off roexisting user.


205

lete. Must match the Name of an ex‐r.

licable if you previously created mul‐

Formatting the Data

Example#TIMESHEETDELROW,LoginName,EntryDate,TimeOffNamerichard,06/04/2007,Vacation

TimeOffName Text 255 Yes N/A Time off type specified in the row to deisting time off type enabled for the use


N/A No N/A Number of the row to delete. Only apptiple rows with the same time off type.



Description

replicon data import utility user guide - web timesheet software

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