Bulk Data Loading
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.
Time Cards
You can upload a csv file of time card data on a resource-by-resource basis through Time Card Import. That is to say, first you will load Jim's time cards. Then you will load Sally's time cards. These time cards then go through the normal approval and invoicing process and are treated like any other time card in Projector.
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.
FRO Cards and Contract Values
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
- No FRO - your contracts should represent what is left to deliver. For example, you have a fixed price 500k contract of which 200k has been delivered so far. On the Contract tab your contract amount would be the difference, 300k
- FRO with revenue - your contracts should represent the full contract value. Using the previous example, your contract amount is 500k
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.
If you have many cost cards for many resources you can load them as For Reporting Only (FRO) cards or as regular cost cards. FRO time cost cards cannot be edited and are only used for reporting purposes.
Users
Users are allowed to log into Projector and interact with the system. They often require a resource too.
Resources
Resources are allowed to submit time, submit expense, and be scheduled on projects.
Clients
Clients are associated with projects and eventually invoiced for work performed.
Engagements
Engagements represent a high level deliverable. You cannot create engagements until you have clients in place.
Contract Line Items
Contract line items describe the terms required to deliver an engagement. For example, a Fixed Price contract for the first 100 hours of work and a T&M contract for all hours over 100. CLIs require an engagement before they can be created.
Projects
Projects are used to deliver a contract line item. Projects require a CLI before they can be created.
PTO Balances
Time off balances are managed on a resource-by-resource through the Time Off Reason Editor.
Holiday Schedules
If you have many locations, creating a holiday schedule can be pretty tedious.
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.