Import File Format

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# Header Description Req. Size Notes
1 ProjectName Recognizable Name of the Y 60 Must be unique.  Must be first field.
2 Description Full Description of the Y 252 Brevity is the soul of wit.
3 Parent Defines this 's place within the hierarchy Y 60 The parent must be imported prior to the children, so sort your parent s to the top of your import file.
4 Estimate Estimated total hours for the N 8 Numeric, whole number.  Cannot contain commas.
5 Percent Done Percentage of completion for the N 3 Must be a whole number between 1 and 100 inclusive.
6 Owner A user who has modify rights to the N 28 Must be a valid LoginID of someone who has authority within Timesheet to create projects.  If blank then it will populate with the LoginID of the person running the import.
7 Loggable Is this loggable or reportable only? N 1 Must be a zero to indicate Reportable Only.  Blank or any other value will be Loggable and Reportable.  Similar to field #16, "Visibility".  Please see explanation note below for more details on the interactions between these fields in the import.
8 AutoAdd Is this automatically added to new s? N 1 Must be a capital Y for AutoAdd.  Capital N or blank or any other value is not AutoAdd.
9 State State of N 28 State is an Extra Field that is a drop-down menu. The value specified for each record must match the value of one of the choices in the drop-down menu exactly . You can modify that list of choices by logging in to your installation of Timesheet as an Administrator and going to Admin>> Application Settings>> Extra Fields Administration>> Extra Fields.
10 Priority Priority of N 28 Priority is an Extra Field that is a drop-down menu. The value specified for each record must match the value of one of the choices in the drop-down menu exactly . You can modify that list of choices by logging in to your installation of Timesheet as an Administrator and going to Admin>> Application Settings>> Extra Fields Administration>> Extra Fields.
11 Budget Budget of N 28 Numeric without a character to indicate currency (like a $ or £).  Cannot contain commas, but can contain a decimal point and two numbers to the right of the decimal.
12 Project Bill Rate Bill Rate of N 28 Numeric without a character to indicate currency (like a $ or £).  Cannot contain commas, but can contain a decimal point and two numbers to the right of the decimal.  If you are using the Rate Manager Module and Rates, then this field must be populated.
13 Project Bill Rate Type Hourly, monthly, annual, etc. N 28 Project Bill Rate Type is an Extra Field that is a drop-down menu. The value specified for each record must match the value of one of the choices in the drop-down menu exactly . If you are using the Rate Manager Module and Rates, then this field must be "Hourly".
14 Project Pay Rate Pay Rate of N 28 Numeric without a character to indicate currency (like a $ or £).  Cannot contain commas, but can contain a decimal point and two numbers to the right of the decimal.  If you are using the Rate Manager Module and Rates, then this field must be populated.
15 Project Pay Rate Type Hourly, monthly, annual, etc. N 28 Project Bill Rate Type is an Extra Field that is a drop-down menu. The value specified for each record must match the value of one of the choices in the drop-down menu exactly . If you are using the Rate Manager Module and Rates, then this field must be "Hourly".
Any Extra Fields that you add to your s can be imported in this file.  Just add a column for each field that you want to import.  The Header must exactly match the name you gave the field.  The field size was determined when you created the field.  You can create new fields by going to Admin>> Application Settings>> Extra Fields Administration>> Extra Fields.  You should add those columns right here in the sequence, between Project Pay Rate Type and Visibility.  If you are not including either of those two fields, then just keep the custom fields in between whatever your last column is before Project Pay Rate Type and whatever your first column is after Visibility.  If you have no columns after these, then the custom fields will be the last (right-hand-most) columns in your import file.
16 Visibility Loggable, reportable only, or hidden N 4 Similar to field #7, "Loggable", except that you can also specify Hidden.  The acceptable values are "LR" (without the quotes) for Loggable and Reportable, "RO" for Reportable Only, and "hide" for Hidden.  Please see explanation note below for more details on the interactions between these fields in the import.
17 Groups What s should the be added to? N none Name of each that the should be added to.  Comma-delimit multiple names in the field, and then surround the field with double-quotes, like this "G1, G2, G3".  This field can have strange interactions with Field #7, "Loggable" and field 17, "Visibility".  Please see explanation note below for more details on the interactions between these fields in the import.
18 currentlyactive Is this approval process currently active? N 3 "Yes" or "No" are the only valid choices.  Blank equals "No".
19 childreninherit Do new children s inherit the approval process? N 3 "Yes" or "No" are the only valid choices.  Blank equals "No".
20 ApproverL1 Primary Level 1 Approver for this N 28 Either as the LoginID or "Full Name" of the person.
21 BackupApproverL1 Backup Level 1 Approver for this N 28 Either as the LoginID or "Full Name" of the person.
22 ApproverL2 Primary Level 2 Approver for this N 28 Either as the LoginID or "Full Name" of the person.
23 BackupApproverL2 Backup Level 2 Approver for this N 28 Either as the LoginID or "Full Name" of the person.
You can add as many approver levels as you would like, just add columns and change the L# to 3 or 4 or 5 as appropriate.
24 notifyuserrejectenable Enable user notification of rejection? N 3 "Yes" or "No" are the only valid choices.  Blank equals "No".
25 notifyuserrejectsubject Subject line for user rejection notification. N 55 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
26 notifyuserrejecttext Message to be sent to the user if this project is rejected. N 252 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
27 notifyapproversrejectenable Enable other approver notification of rejection? N 3 "Yes" or "No" are the only valid choices.  Blank equals "No".
28 notifyapproversrejectsubject Subject line for other approver rejection notification. N 55 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
29 notifyapproversrejecttext Message to send other approvers if this project is rejected. N 252 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
30 notifyuserapprovalenable Enable user notification of project approval? N 3 "Yes" or "No" are the only valid choices.  Blank equals "No".
31 notifyuserapprovalsubject Subject line for user approval notification. N 55 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
32 notifyuserapproval Message to be sent to the user when this project is approved. N 252 You might expect this field name to be notifyuserapprovaltext, but the word text is omitted in this field.  You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
33 notifyapproversubmitenable Enable approver notification of project submit? N 3 "Yes" or "No" are the only valid choices.  Blank equals "No".
34 notifyapproversubmitsubject Subject line for approver notification. N 55 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
35 notifyapproversubmittext Message to be sent to the approver when queued for approval. N 252 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
36 notifyapproverresubmitenable Enable approver notification of project resubmit? N 3 "Yes" or "No" are the only valid choices.  Blank equals "No".
37 notifyapproverresubmitsubject Subject line for approver resubmit notification. N 55 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
38 notifyapproverresubmittext Message to be sent to the approver when queued for approval. N 252 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
39 notifybackupapproverenable Enable backup approver notification? N 3 "Yes" or "No" are the only valid choices.  Blank equals "No".
40 notifybackupapproversubject Subject line for backup approver notification. N 55 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
41 notifybackupapprovertext Message to be sent to the backup approver. N 252 You can use tags.  Check the Approval Email Settings page within the Timesheet application for an explanation of the tags.
42 notifybackupapproverwhen Notify backup approver this many days after a timeperiod if the timesheet is submitted, but is not yet project approved. N 2 Numeric, whole number.  Cannot contain commas.  Maximum value is 99.
43 queuebackupapproverwhen Add to backup approver's queue this many days after a timeperiod if the timesheet is submitted, but is not yet project approved. N 3 Numeric, whole number.  Cannot contain commas.  Maximum value is 99.
44 showallrecs Show approvers full sheet? N 3 This option is available only in Timesheet 5.0m3 and later.  "Yes" or "No" are the only valid choices.  Blank equals "No".

Notes on the fields "Loggable", "Visibility", and "Groups".

The Visibility column is handled after the Loggable column.  So, if you put 0 (meaning reportable only) in the Loggable column, but put LR in the Visibility column, the will be set loggable when all is said and done.

Just like in the Timesheet application itself, hiding a will remove it from all s.  If the was previously hidden (defined as not being a member of any ) and gets set to either LR or RO, then it is added to the All only (no other s).

The Visibility column is handled before the Groups column. This means that if you set a to "hide" and then go ahead and specify some s, first it will be hidden, and then it will be added to the specified s, which effectively unhides it.  (Though it will still show up as "RO" on the s screen.)  The Import Results screen will say " Foo is hidden" and then it will say " Foo added to Bar".