Transfer data

The transfer data feature allows you to transfer previously approved timesheet and user expense entries from one project to another. You cannot transfer draft, rejected or unapproved data.

This feature is accessed via Admin > Data > Transfer Data.

Select Filters

1. The first screen requires you to select the source and target projects, users and type of data to be transferred. You can choose to transfer:

   • Core hours

   • Extra hours

   • Expenses

   • Purchase Invoices

2. Select the source project from which you wish to transfer data.

3. Select the target project to which you wish to transfer data.

4. The user list will update based on all users who have logged approved time and expenses to the target project. Select the users for whom you wish to transfer data.

5. Select the type of data you wish to transfer.

6. Click the Next button to progress to task filters.

Select Tasks

Within this screen, based on your initial filter selections you can decide which task data to transfer from the source project to the target project. The number of core and extra hours and the value of expenses are displayed based on your selections made in 'Select Filters'.

1. Tick the box in the Include column to transfer data from that task in the source project.

2. Use the Transfer To drop down to select the appropriate task to transfer data to in the target project.

3. Click the Next button to progress to item selection.

Select Items

Based on previous screen selections, you will now see a fully itemised list of all user timesheet and expense entries due to be included in this transfer. If you do not wish to transfer all data, individual items can be unselected using the Include column tick box.

1. For all items you do no wish to include in the transfer, un-tick the Include text box. Both the timesheet and expense entries can be sorted by clicking the column headings in their respective tables.

2. Click the Next button to progress to transfer confirmation.

Confirmation

The confirmation screen shows a summary of task data to be transferred, based on the previous screen selections.

1. If any adjustments need to be made, either click the selection step in the graphical wizard or use the system back button to get back to the appropriate screen.
   Note: Please do not use the browser back button at this point.

2. To complete the transfer, click Finish.

3. A confirmation popup will be displayed. Click OK to complete the transfer, whereupon you will be taken to the Transfer Data History page.

Related Links:

View transfer data history

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