Exporting Timesheets

Enterprise users with appropriate permissions can export timesheet task data in Microsoft Excel format.

Important: Timesheet data can be impacted by billing rate values. For more information, see About Billing Rates.

Note: Selections you make during an export are retained and will be the defaults the next time you export timesheets.

To Export Timesheets:

1. On the Timesheets tab, click Export Timesheets.
   The Export Timesheets wizard opens in a new window.
2. Choose export parameters:

1. Type in the start and end dates for timesheet data, or click the calendar icons and select the dates from the pop-up calendar.
2. Choose the resources whose timesheet information you want to export:

• To specify resources by name, click Select Resource by name, click Browse Member Directory and select the resources whose timesheet data you want to export.
• To choose resources by Project, click Select Resource by Workspace and click the Projects whose member timesheet information you want to export.

3. Click Next Step to continue, or Cancel to close the wizard without exporting timesheet data.

3. Select data fields:
4. On the Select data fields tab, select the data fields you want to export, then click Next Step to continue, Previous Step to go back in the wizard, or Cancel to close the wizard without exporting any timesheet data.
   
   Fields include: Work DateThe date work was done on the task., Actual WorkThe hours of work done on the task., Task NameThe name of the task., Task BillableAn indicator of whether or not the task is billable (Billable/Non-Billable)., External RateThe external billing rate applied to the task (if appliable)., Internal RateThe internal billing rate applied to the task., Task CommentsThe most recent task comment., User NameThe name of the team member who worked on the task., User DepartmentThe department of the team member who worked on the task., Supervisor Name, RThe supervisor of the team member who worked on the task.esource Manager Name, PThe resource manager of the team member who worked on the task.roject Name, PThe name of the Project the task belongs to.roject Number, PThe number of the Project the task belongs to.roject State, AThe state of the Project the task belongs to (Request/Not Started/In Progress/On
   Hold/Cancelled/Completed).pproval Status, TThe approval status of the Project the task belongs to (Pending/Approved/Declined).ask, User, and Project custom fields.Any applicable custom fields defined for tasks, users, or Projects.

4. Order the Excel columns:
5. Fields from top to bottom on the list appear as columns from left to right in Excel.

5. Group and sort:
6. Select a data field to sort on from the Sort work entries by list and select a sorting order.
7. To group timesheet data, select a data field from the Group work entries by list and select a grouping order.

6. Click Finish and Export to export the timesheet data, Previous Step to go back in the wizard, or Cancel to close the wizard without exporting timesheet data.

Related Topics:

• About Billing Rates—About billing rates and how they can impact exported timesheet data.
• Timesheets Overview—About the PPM Timesheets application.
• Working with the Current Timesheet View—How to use the My Current Timesheets View.

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