How do we, as a new customer, add hours from our previous system?

Tony Platts

I'm currently implementing Smartsheet Resource Management on behalf of our company and I've added in the 30 or so projects we are working on currently. I've also added in the number of hours within the Statement of Work for each project.

Currently reports show that we've used around 20 hours on each project. This makes sense because we're only on our 5th day, but some of these projects have been running for years and I would like to find a way of adding in the previous hours that we had in our old time recording application.

I don't need to add any description, I don't need it to be recorded to an individual. I just need to show that we have consumed X hours on the project to date and am happy to record it as a single lump sum.

Any thoughts on the best way to achieve this?

Genevieve P.

Hey @Tony Platts

If you don't need these hours to be recorded to an individual, then one way I could think of doing this would be to create a temporary profile to associate with the hours. You could then add all previous hours onto this profile.

You can add these hours programatically through the API if it's helpful.

Cheers,

Genevieve

Genevieve P.

Hey @Tony Platts

If you don't need these hours to be recorded to an individual, then one way I could think of doing this would be to create a temporary profile to associate with the hours. You could then add all previous hours onto this profile.

You can add these hours programatically through the API if it's helpful.

Cheers,

Genevieve

Tony Platts

Hi Genevieve,

This is what we ended up doing. It took a long time for us to add in some of the projects with over 3000 hours logged to date, especially as we're limited to only adding them in 24 hours at a time.

I think there needs to be an easier way to adjust this for new users.