How do I add a new timesheet loader template?

In order for you to load timesheet data via a flat file from a third-party timesheet or billing application, you must first set up at least one timesheet loader template. The template will map the user and project IDs in the load file to users and projects in PowerSteering. This article describes how to add a new timesheet loader template.

1. Click Timesheet Loader

Click Timesheet Loader
  1. On the Icon Bar click the Admin button
  2. Click Templates to expand the menu, then click Timesheet Loader.

2. Click Add New

  • Click Add New.

3. Enter Timesheet Loader Template Information

  1. In the Name field, enter a name for the template.
  2. In the Description field, enter a description of the template (optional).
  3. Select a Work column option to identify which data type will be in the load file to identify the work item.
  4. Select a User column option to identify which data type will be in the load file to identify the user.
  5. Click Save.

Work Column:

  • Project ID: The Project ID will be used as the project’s unique ID. Not all customers opt to have the Project ID visible on their site.
  • Powersteering ID: The project’s PowerSteering ID will be used as the project’s unique ID. This ID is the entire string of numbers and letters that start AFTER the equals sign and upper case letter U in the project's URL (e.g., if the URL is https://trainingxl.psteering.com/BCInstructor/project/Summary1.epgage?sp=U18403980000ko2a7kcs0000000, the project ID will be 18403980000ko2a7kcs0000000).
  • Custom Field: A custom field will be used as the project’s unique ID. If this option is selected, select a custom field from the drop-down menu. Note: Only custom fields that are configured as Textfield types will appear in this drop-down menu.

User Column:

  • User ID: The user's User ID will be used as the unique ID. This ID is located in the User Profile.
  • Powersteering ID: The user's PowerSteering ID will be used as the unique ID. This ID is the entire string of numbers and letters that starts AFTER the equals sign and upper case letter U in the URL when viewing the User Profile (e.g., if the URL is https://trainingxl.psteering.com/BCInstructor/person/UserProfile.epage?sp=U18403980000kjom30un0000000, the user ID will be 18403980000kjom30un0000000).
  • Email: The user's email address will be used as the unique ID.
  • Custom Field: A custom field will be used as the unique ID. If this option is selected, select a custom field from the drop-down menu.

4. View Timesheet Loader Template

  • View newly created timesheet loader template.

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