Documentation Index

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Export timecard information

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Exporting project worker timecards is permission based.

To access project worker timecards, your account must have one of the following roles enabled:

  • Role: Company Admin, Company Manager, or assigned Project Coordinator

  • Custom role with: Projects, People & Approvals/Project management - Full access, or Manage; Payroll & Financials/Timecards - Full access, Create and manage, Approve only, or View only

Overview

In the New Timecards Experience you can export data for reviews, audits, or sharing with accounting directly from the Timecards dashboard and any project worker’s Timecards page.

How to export all timecards for a project

To export all or selected timecard data for a project:

  1. Go to the project’s Timecards dashboard

  2. Click the checkboxes to select the timecard submissions that you want to export

  3. Click the Actions button, and then click to make your selection

    • Export PDF

    • Export CSV

    • Export Audit Log

    • Export Hot Budget

    • Export Hot Budget (with headers)

  4. The file will automatically download to your computer.  When the export is ready, an alert will appear at the top of the page. You can click the link in the alert to open the file.

Timecard overview showing worker details, statuses, and export options for payroll management.