Import Assigned Projects/Tasks into Timesheet

1. Click the Copy Timesheet icon .

2. Select the desired copy or import method:

   • Import from Tasks: Select to import any tasks to your timesheet you are currently assigned to for the current period.

   • Import from Resource Plan: Select to import any projects to your timesheet you are currently assigned to for the current period.

   Note

   The timesheet will automatically import any tasks assigned to you the FIRST TIME you access the timesheet for the current period. After the first time, you will need to use the Import from Tasks or Import from Resource Plan functions to bring in any additional tasks that are assigned to you in the current timesheet period.

3. Click YES on the warning pop up to confirm the copy.

Task Level Or Plan Level?

• If you select "Plan Level" -> Timesheet can import from Resource Plan​
• If you select "Task Level" -> Timesheet can import from Work Plan > Schedule​
• If you select "Task Level" & allocate resources in Resource Plan -> Resource Plan allocations will not import to Timesheet​
• If you select "Plan level" & assign resources to tasks -> Task Assignment will not import to Timesheet, but you can still charge time at a Plan level. ​

Key Takeaway: The ONLY time you should select Task Level is if you want users to charge time on their timesheets to specific tasks in your project schedules.​

​