Export Data to ERP Accounting System

Export Data

General

This process will export data from the database and provide it in another format for upload into your accounting system.
The steps to export are:
  1. Select the week ending date that you wish to export.  You can select one of the last 4 weeks.
  2. Select the export format in the drop down.  Each data export has it's own details, see below.
  3. Next set the filters
    1. Project Manager.  You can select ALL or select one project manager.
    2. Job.  
      1. You can select ALL - this will filter based on the project manager selected above
      2. Or select one job.  
    3. Changes Only?
      1. ALL phase codes
      2. Changes Since.  This will select only phase codes where there has been a change since the date entered.  The default date is one month previous.
After the filters are selected click START EXPORT

Export Formats

Spectrum Projections as CSV File

This export will format a CSV file suitable for importing into spectrum using the SDX import utility "Job Projections".
  1. After creating the export file, open excel and select the Spectrum menu tab.
  2. Find the Job Projections template and open it.
  3. Open the export file, select ALL and paste the data into the template.
  4. Select SYNC.
NOTE: If you don't have the Spectrum menu tab in excel, then you need to have your IT department install the Spectrum Add-In.

How will this projection appear in Spectrum?
The Spectrum import routine makes an adjusting entry so the projection for the month is equal to the projection coming from JobSiteForecast.
Example:
      Existing projection is showing 100 hours.
      JobSiteForecast send a new projection for 120 hours.
      The entry in your job projections will be:
            Previous projection = 100 hours      
            Adjustment from JobSiteForecast = 20 hours.  
            Current Projection = 120 hours

Spectrum Projections Direct Transfer

This export will transfer the labor forecast directly into your job projections system in Spectrum without creating an intermediate file.  This method is more convenient for project managers, since they can use this without needing any Spectrum file utilities.

The file transfer using this method is slower (about 1 record per second), since Spectrum can only import one record at a time.  The progress bar will show the status of the Spectrum transfer.  You can leave the screen or close the browser, and the process will finish on its own.  Any errors that occur will be documented on the export log.

How will this projection appear in Spectrum?
The Spectrum import routine makes an adjusting entry so the projection for the month is equal to the projection coming from JobSiteForecast.
Example:
      Existing projection is showing 100 hours.
      JobSiteForecast send a new projection for 120 hours.
      The entry in your job projections will be: 
            Previous projection = 100 hours      
            Adjustment from JobSiteForecast = 20 hours.  
            Current Projection = 120 hours

    • Related Articles

    • Export to Excel

      You can export any grid information directly into excel. First, set the grid view so it contains the information and organization that you want.  The excel export will contain the columns you have included in your view, in the order they are on the ...

    • Import Data

      Single Job Import This screens provides a method for importing job details when you need a new job immediately imported and cannot wait for the overnight process to update the job list. To add a new job: Enter the job number in the field Click SEARCH ...

    • Export Log

      This screen provides a list of recent exports created. You can download another copy by clicking on the Download Copy for the item required.

    • Payroll

      This screen is designed for payroll to review, manage and edit time cards before exporting them to Spectrum. Workflow Color Coding Time cards are color coded as to workflow status. White - time cards approved Light Yellow - time cards requiring ...

    • Release Notes - November 2020

      We posted an update today with the following features/changes: Phase Code Screen - New Screen This new screen pulls all the phases codes for actives jobs onto one screen. This allows you to separate all phase codes by trade or other criteria such as ...