(Note: This does not prevent employees from viewing your sessions if they simply open the data file.)Į) Tell employees about new projects by e-mail. This will prevent your sessions from being copied into their copy of OfficeTime. Ask employees to choose File->Import Data File and use the ‘Import Projects & categories only’ option. Then select all the sessions and delete them (Edit->Select All, Edit->Delete Sessions.) Send the data file out to be used or imported under the default import settings.Ĭ) Send out your current data file. Remove all your personal data by making a report showing all sessions (choose Reports->Today and then change the date menu to All Dates). Don’t worry OfficeTime won’t import duplicate old projects.ī) Make a copy of your current data file. Keep this ’empty’ file and later add new projects. This will add new projects and categories into each employees copy of OfficeTime. Send the data file out to be used or imported under the default import settings. (File->New File) Add projects and categories. Send a data file for your employees to import:Ī) Make a new data file. You may wish to create some dummy sessions with categories you want to pre-load to the team. Any categories used in that project will be automatically shared. If you’re using a Business account, simply click Add Team Members when creating or editing any project. Sending projects and categories to the team This will smartly update everything without creating duplicates. When an admin wants to do reports, choose File->Import menu and drag all the files in. Mac/PC: Have each person use File->Move File menu to move their data file to a shared drive. Merge multiple people for cross team reports She can also import multiple other employees data files to see full cross-team reporting for any project. Once imported, she can generate reports and graphs on your and her data together seeing the breakdown between you two. We recommend using the project sharing feature if you have a Business account.Ī) Double click it to view all of your sessions in his or her own copy of OfficeTime.ī) They can import it (File–>Import menu). (If you’re signed into a cloud account, you’ll need to use File->Backup Now instead.) If the recipient is signed into a OfficeTime cloud account, he or she will need to sign out in the preferences first, then open the file, then choose File->New File, then sign into their own account again in the preferences. The Edit->Select All menu can be helpful here. Mac/PC only: Copy and paste what you want into a spreadsheet. The file should be viewed in a spreadsheet like Excel or Numbers. Or go to anywhere like a project or the timesheet. If you want to export details, tap on all projects or a specific project. It should be viewed in a spreadsheet like Excel or Numbers. Mac/PC: Click on a project or make a report. See ‘Merge multiple people for cross team reports’ below. You can get in OfficeTime cross team reports by importing OfficeTime data files. The easiest is to simply export and email. However you can still share time without it! The Business Edition is the easiest way to team sync.
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