WorkflowMax does not have a timesheet export tool. It must be created using the WorkflowMax report builder. It is assumed you would use the Criteria (step 3) section of the report builder to refine the WFM export to your current work in progress quotes based on fields relevant to your workflow.
- WFM Report Type - Time
- WFM Report Layout - Table
The WorkflowMax export is then mapped to the WorkGuru import template fields as follows.
| WorkGuru | WorkflowMax |
|---|---|
| User | [Staff] Name |
| Project | [Job] Job No. |
| Task | [Task] Name |
| Length | [Time] Time |
| Date | [Time] Date |
| Notes | [Time] Note |
| ExternalCosting | [Time] Cost |
Note:
- WorkflowMax does not export the equivalent of the WorkGuru username. Export the WFM name and switch it to the corresponding username on the import spreadsheet.
- Timesheets can only imported to current projects.
Upload the timesheet import template here: