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:
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Your projects, contract lines, roles and team members, must already been created in PSOhub prior to importing the data.
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The roles must already be assigned to the Users in PSOhub (User Management).
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The order and the names of the columns should not be modified, doing so can cause issues with importing the data
How to import hours?
Importing hours can be achieved in the Hours overview.
Choose from the menu Time & Expenses and Hours:
In the Hours overview, click on the Import button:
The Upload filled excel template page will appear:
In the Click here to upload your .xlsx file box, upload your Excel template file.
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, you will be brought back to the Hours page. If there was an error, PSOhub will then indicate what information is incorrect or missing.
