Hi Community -
Does anyone have experience importing timesheets from PeopleSoft, SAP, Fieldglass, or any other system? We just recently started using Fieldglass to manage our contingent workforce and want to get time entry from there in lieu of making people enter time twice. We are pretty set on how to do that for normal timesheets but there is no XOG capability to create an Adjustment Timesheet in CA PPM. There is an idea (which would be great if you could vote on) to allow that. But that may be available for a while, if at all.
If you are importing timesheets, what are you doing about adjustments?
You have come across the reason that most organizations with a large resource base do not import timesheets. There is no nifty way to adjust them programatically in an On Demand system. If you do not have a lot of them, then you can have an administrator (or the resource manager) enter the adjustment. It is a pain, but if they are not common, it can be manageable. Even those that are using an interface to an Agile system end up creating the Adjustment directly inside of Clarity...and by the nature of how Agile projects are run, the need for Adjustments is very low.
Most organizations that are importing time from external systems bring it in through Transaction Entry. Using that method, you have the option of the detailed day-by-day transaction import, or you can summarize and bring in only the weekly totals. And, if there is a change (adjustment) in the time-keeping system of record, the transaction entry import process allows you to enter negative numbers so that you can have it handle the adjustment and provide a full record of the change.
To use Transaction Entry, you will need to have at least a minimal financial enablement, but that is normally easily done if you are not using the rest of the functionality. Default values are sufficient for a minimalist set-up, and can be done in an afternoon.
Thanks. We'll look at Transaction Entry vs. Timesheet import. I will need to check with Fieldglass to see if they can provide calculated trabnsactions vs. simply the hours. BTW - We are already fully financially enabled but do not use transaction entry for time and material labor.
Agreed that Transaction Entry would be a good alternative, just be careful with negative transactions, see examples of when they can surprise you : http://www.ca.com/us/support/ca-support-online/product-content/knowledgebase-articles/tec611466.aspx
We've been using Transaction Import - it works. The technical side is relatively easy, though of course not as easy as saying to a user "Here's your timesheet."
Though Transaction Import works, technically, the functional details can cause havoc with your data quality. Why? Because data is now coming from a different system, following a different process, where the quality checks (implied or explicit), may not be in operation.
I advise caution when thinking about Transaction Import - pay a lot of attention to your process and data quality. Technically easy; functionally, not so easy.
Hi Dale - Thanks for the advise. We will tread lightly ...
and read this KB at least 3 times