Timesheet Interfaces
Process Timesheets
Process timesheets to collect timesheet data into staging tables before export to Costpoint and lock the timesheets against changes during the run.
Process timesheets collects timesheet data into the appropriate staging tables and prepares it for export to Costpoint. Run this task on the Export Timesheets screen before clicking Export. Processing locks matching timesheets against changes for the duration of the run and captures any rejected items for review.
Prerequisites
- Selection criteria configured on the Export Timesheets screen
- A unique Batch ID entered for the run
- Approved timesheets, or in-process timesheets if your timesheet class permits the in-process option
- Permission to access the Time & Expense to Costpoint integration
How to Open
Go to Time & Expense > Timesheet Interfaces > Export Timesheets. The Process button is on the Export Timesheets screen toolbar.
Steps
- Set the timesheet status, Batch ID, and Costpoint Company on the Export Timesheets screen.
- Configure export options, including Labor Distribution and Payroll settings.
- Select the timesheet periods, employee groups, and timesheet classes to include in the run.
- Click Process on the Export Timesheets screen.
- Wait for processing to finish. Time & Expense marks matching timesheets as unavailable during the run.
- Review the staging tables and any rejected timesheets that Costpoint reports.
Common Use Cases
- Stage data before export: Run Process to populate the staging tables, then run Export to write the data to Costpoint.
- Lock timesheets during export: Processing prevents edits to selected timesheets while the run is in progress.
- Recover from a failed batch: If processing fails, all updates revert automatically. You can correct the issue and rerun the same Batch ID.
- Validate timesheet selection: Use Process to confirm the right timesheets are picked up before committing to the export.
Best Practices
- Always run Process before Export. You cannot export timesheets that have not been processed.
- Use distinct Batch IDs per run so failed batches are easy to identify and rerun later.
- Confirm timesheets are not under user edit when you start processing to reduce rejections from concurrent locks.
- Check the rejection list after every run. Rejected timesheets are not marked as processed and require manual cleanup.
- Save your default selection options once your process configuration is stable to speed up routine runs.
Related
- Export Timesheets in Deltek Time
- Export Timesheets Screen Reference in Deltek Time
- Timesheet Interfaces Overview in Deltek Time