Import Time Unextract

This feature allows for the bulk unextraction of extracted timesheets (including items on the timesheet)  in the Unanet system. The timesheets are located using the following fields from the import:

 

The resulting status of the timesheets can be INUSE, COMPLETED, or LOCKED. For timesheets with the matching batch key, the status will be updated to the selected Resulting Status and the last updated date will be updated to the current system date. Note that INUSE or COMPLETED statuses are only applicable to non-adjusted timesheets that have not been through B&R or labor cost post (see below for more information about Resulting Status). An approval history record will be created with a comment about the unextracting import.

There is no default export template for time unextract. Instead, you can customize a time export template to generate the fields to use in the input file to this import. See Working with Templates for more information. There will be a single batch key generated for the time export, and that key is used in the this import.

Timesheets generated via Historical Time Import are not eligible for this import.

Note: Items on an adjusted timesheet can be unextracted, but cannot be uncompleted (cannot be moved back to INUSE status).

Roles

This screen is available to users having any of the following roles: Administrator and P&R Administrator

License

This feature is available with any Unanet edition.

Performance Tip Note:  Depending on the number of users in your installation and other factors such as the overall performance of your platform, the activity of importing one or many files may take up to several minutes.  Should this be the case with your installation, you may want to consider running these processes at non-peak times to minimize database contention.

 

Topics covered on this help page include:

 

 


Import File Record Layout

IMPORTANT: Note that there are multiple places within this documentation that say you MUST use double quotes for the strings in your import. If you are working in Excel, Excel will provide the double quotes and thus you do not need to add them in manually. Manually adding double quotes within Excel would result in multiple sets of double quotes in the resulting .csv file and thus cause an error (should you attempt to import that resulting file). Please see Excel Tips for more information.

 

 

 

Field Header Name

Required/Comments

1

A

Username

ALWAYS REQUIRED.  This value must match an existing Username value in your system (can be active or inactive user). It is case-sensitive.

2

B

Time_Period_Begin_Date

CONDITIONALLY REQUIRED.  The beginning date for the time period. Either this field or Work_Date must be populated. If both dates are populated, they must be in the same time period.

Recommended date format:   yyyy-MM-dd    See Allowable Date Formats for more options.

3

C

Time_Period_Type_Name

ALWAYS REQUIRED.  This value must match a time period name in your system. It is case-sensitive.

4

D

Batch_Key

ALWAYS REQUIRED. The timesheet export generates the batch key to be used in this import.

5

E

Timesheet_Type

ALWAYS REQUIRED. Valid values are "O" for original or "C" for correction (i.e., adjustment). It is case-sensitive.

6

F

Work_Date

CONDITIONALLY REQUIRED.  This can be any date in the time period. Either this field or Time_Period_Begin_Date must be populated. If both dates are populated, they must be in the same time period and Work_Date must be greater than or equal to Time_Period_Begin_Date. This date must also be less than or equal to the end date for the time period.

Recommended date format:   yyyy-MM-dd    See Allowable Date Formats for more options.

 

Note: Check out the Unanet Data Model for specific field data types, lengths, and other attributes.


Import File Format

The file to import must be saved in a comma delimited format.   The fields can be enclosed in double quotes -- which would be particularly necessary should the data being imported contain commas.

 


Excel Template

You can create the comma delimited import file with any number of tools.  For those interested in using an Excel spreadsheet to create the file, you can download an Excel Template with predefined headers.   

See the Excel Tips regarding the use of double quotes and more.


Import Screen

Field Descriptions:

Field

Description

Type of Import

Select the appropriate import type from the list of available types of imports.

File to Import

Enter (or browse for) the file that you would like to import.

Output Options

Specify the level of detail included in the output.

Resulting Status

The options for Resulting Status are:

  • Inuse or Completed -These options are applicable to non-adjusted timesheets that have not been through B&R or labor cost post. For adjusted timesheets when using these options, you will get a warning message, the timesheet will remain in its current status, and adjustments marked with the provided batch key will be unextracted.

  • Locked - This option is applicable to adjusted and non-adjusted timesheets (only available if Set Timesheets to Locked Upon Completion (unatime.autolock) is set to true).

 

The import process is triggered by pressing the Import button.  All Warnings and Error messages are written to the screen and can then be saved if desired.  While some line items may be found invalid and rejected, the remaining line items will be successfully imported and saved in the database.  The rejected line items will be written out to a file on the Unanet server as well as displayed at the bottom of the Import results page. The rejected record file name will be the import name (from the Type of Import drop-down on the Admin>> Import page) , concatenated with a space and "Errors.csv" (e.g., Item - Master Errors.csv, Alternate.csv, etc.). The file will be placed in the Unanet temporary directory (which is defined by the Temp Directory (Fully Qualified Directory Name) (unanet.temp_directory) Unanet property). You can also click on the Download the error file link at the bottom of the Import results page (sample image follows).

 

 

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