In Tempora it is possible to move large amounts of time bookings from one area to another. The move time booking tool allows you to move time for a single staff member or every staff member.
If you are unable to complete any of the steps in this guide please use the Submit a request button in the top right of this page to contact our team for help.
Index
How Do I Move Time Bookings
Page Glossary (A list of all fields with descriptions)
Moving Booked Time
- Click the Admin button
- Select Timesheets > Move Time Bookings from the left-hand side menu.
- Note: If you don't see this option available, please contact support@temporasoftware.com and we can make it available to you.
- Select the Staff Member whose time bookings you need to move between the Start Date and End Date, and then click Refresh.
- Select the Client/Project/Activity that time bookings need to be moved To and From, and then click Validate.
A message will show how many hours will be moved – check that this is the correct number of hours and then click Save to move the time across.
Page Glossary
Validate
This button will show the number of records and hours that can be moved for your selection.
Start Date
This field sets the date you would like to start moving time bookings from. When making date or staff changes we recommend clicking the refresh button to time bookings for that selection.
End Date
This field sets the date you would like to stop moving time bookings from. When making date or staff changes we recommend clicking the refresh button to time bookings for that selection.
From time entry levels (Client, Project, Activity, Sub-Activity, Task)
You can select time entry items in these drop-down selections, this will set the time entry selection you wish to move time from.
Staff
This field set the staff member you would like to move time bookings for, by default, this will be set to <All> staff.
Cascade
This checkbox will allow you to move time from all the lower levels of an item if the To location has matching levels. This is most frequently used when a company uses templates and the lower levels for a client or project are the same.
Allow partial
This checkbox is to be used with Cascade, this will allow all the matching levels to move time data and any items that do not match will be ignored and can be moved one at a time.
To time entry levels (Client, Project, Activity, Sub-Activity, Task)
You can select time entry items in these drop-down selections, this will set the time entry location you wish to move time to.
You may also be interested in the following guides
Comments
0 comments
Please sign in to leave a comment.