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If you have many time cards for many resources you can load them as For Reporting Only (FRO) cards or as regular time cards. FRO time cards cannot be edited and are only used for reporting purposes.
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When you load FRO cards for in flight projects, you have to think about how it will impact your contract values. For example, if you load 100 hours of FRO cards representing 100k of revenue - should your contract amount be the full amount or be
Also see Deferred Revenue Opening Balances (DROB) section for important information about cutting over to in flight projects |
Cost Cards
Similar to time cards, you can upload a csv file of cost card data on an expense document by expense document basis through Expense Import. That is to say, first you will add cost cards to expense report ER011111. Then for vendor invoice VI033333.
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If you have many locations, creating a holiday schedule can be pretty tedious.
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If you are new to Projector, then you probably have an implementation consultant. Your implementation consultant can help you with data loading. If you are already an established Projector client, this page will teach you about what kinds of data can be bulk loaded. Perhaps you have been acquired, grown quickly, or rolled another part of your organization into Projector. This help page will help you get your data loaded quickly and correctly. Some of these choices are free and you can do yourself. Others are paid and require that you send us a spreadsheet of data to be added to the system. Labor is charged on a T&M basis. |
Deferred Revenue Opening Balances
When you move an in flight project into Projector, you may need to load a DROB balance. This balances represents the difference between what you have recognized in revenue vs what you have billed in revenue.