Deltek Ajera Cloud Time Entry Export

If you are using Deltek Ajera Cloud without ODBC, you can set up a custom report to export time for importing into Mosaic.

Create a Table Widget

Navigate to the Widget Designer by selecting the Ajera logo > Hammer & Wrench icon

In the Design Mode, you will see all the tabs available to your users + a new modal called Tab Properties

Select Add Tab to create a new tab

You can either copy an existing widget (by selecting the ^ icon and Copy) or create a new widget (by clicking on + Add Widget under the Tab Properties)

Select Timesheet for the Widget Base

Add in the following Columns and Formulas to your Widget:

Add the Standard Columns:

Employee
Date
Project ID
Project Description
Regular Hours
Billed Rate
Activity
Activity Type

Add the following three Formulas for the Email, Phase Name and Phase Number custom columns:

Email: select vecemail from AXVEC where VECKEY = [employee key]

Phase Name: select prjDescription from axProject where prjKey = [Phase Key] and prjIsDetailPhase = 1
Phase Number: select prjID from axProject where prjKey = [Phase Key] and prjIsDetailPhase = 1

Click OK and select Exit Design Mode on the Tab Properties

Exporting a table widget to Excel

Click on the ^ icon on the top right of your Table Widget and select Export Excel (.xlsx format)
Open the .xlsx file in Excel and click "Save as" and select CSV UTF-8 (.csv) to save your file in .csv format

Please note:

Only include data that has already been imported into Mosaic in the report for:
- Employees
- Projects
- Phases
Ensure your data is accurate and all Employees, Projects and Phases are spelled correctly and match what's in Mosaic.
Export should be in a .csv format, or be converted to a .csv format before trying to import it into Mosaic

For more information, please refer to the Ajera Learning Center for:

Timesheet Import Guide

Fields	Guide	Example
Employee	Name of the staff member	Robert Smith
Date	Date of the time entry	01.12.2021
Project ID	Project Number/Identifier	210050
Project Description	Name of of Project. This must match the Project Name as in Mosaic exactly.	125 Bluestone Way
Regular Hours	Total hours of work associated with time entry	6
Billed Rate	Billable rate for the time entry	$275
Activity	Also known as Labor codes, Activities or Service Items. If your Mosaic budgets have existing Work Categories - Ensure each time entry includes the Work Category the time is associated with. New Work Categories will be created from the import template if a match isn’t identified on the project If your Mosaic budgets don’t have Work Categories time entries will be imported, no Work Categories will be created on your budget	201 Meeting With Client
Activity Type	Whether time entry is Billable or Non-Billable	True/False (True/False Format is required)
Email	Email address for the employee	[email protected]
Phase Name	Project Phase Name to which time is being entered	Schematic Design
Phase Number	Project Phase Number to which time is being entered	100

Step 4

Schedule a call with your Customer Success Manager to review your Timesheet Import

With your CSV exported, you are now prepared to upload your timesheet time.
Simply schedule a call with your Customer Success Manager via the “Book A Meeting” link included in their
email signature to review!

Updated 13 days ago