You can import project data, hours and expenses in PSOhub. In this article you will learn how to import hours.
Understanding Import Hours
The functionality of Import Hours will allow you to import time entries related to existing projects.
In order to import hours you need to use a specific template (see below) which comes with example data to illustrate how to populate the columns.
Important guidelines regarding the Import Project template:
Your projects, contract lines, roles and team members, must already been created in PSOhub prior to importing the data.
The roles must already be assigned to the Users in PSOhub (User Management).
The order and the names of the columns should not be modified , doing so can cause issues with importing the data
Learn how to Import Hours
The functionality is located in the Settings of PSOhub under Historic Data. When you click on the dropdown arrow of the More button, you can choose between the following three options: Import projects, Import hours, Import expenses.
When selecting Import Hours, you will find the following screen. To upload your .xlsx file, click in the doted rectangle.
Once you upload the file, PSOhub will display all the details of your data allowing you to make a final validation of the data and delete, should you need to, one or more records.
To process the imported data, click the corresponding button:
The following message will appear:
Click Proceed. Once the data is processed, the following message will be displayed:
When you click OK, and if there was no error in the file, will be brought back to the Historic Data page. If there was an error, PSOhub will then indicate what information is incorrect or missing.
