How do we, as a new customer, add hours from our previous system?
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?
Best Answer
-
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
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Answers
-
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
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.3K Get Help
- 361 Global Discussions
- 199 Industry Talk
- 427 Announcements
- 4.4K Ideas & Feature Requests
- 136 Brandfolder
- 127 Just for fun
- 128 Community Job Board
- 444 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 283 Events
- 35 Webinars
- 7.3K Forum Archives