Use the Time Cards Import Template in conjunction with the Import Transactions screen function to import employee time cards into ProContractor.

The Time Cards Import Template contains the following worksheets:

• General worksheet
• Distribution worksheet
• Equipment Usage worksheet

Most worksheets correspond directly to tabs of the related entry screen in ProContractor. Required fields in a worksheet are highlighted yellow; fields that are required only under certain conditions are highlighted gray. Viewpoint suggests formatting all values as text in the Excel template.

Include the primary information for the records you want to import on the first worksheet, ensuring that that each record has unique values in the key fields for the import type. For most import types, the first worksheet is the only worksheet that is required. If there are additional worksheets in the template, use the additional worksheets as needed to provide record details. When importing, ProContractor uses the key fields for the import type to prevent duplicate records and to link detail records to primary records.

For example, the key fields for the Employee Time Cards import type are Company and Employee. In the import template, include a record for each employee with a time card in the General worksheet, ensuring that each record has unique values in the Company and Employee fields. Include time card lines and equipment usage lines for those employees in the additional worksheets.

General worksheet

Distribution worksheet

If a detail record does not match a primary record based on key field values, ProContractor marks the detail record as “orphaned” during the validation process. If you continue with the import without correcting orphaned records in the import file, you must manually enter the orphaned records into the system.