Tag Archives: Excel

The many links between TimeControl and Microsoft Office 365 including Excel

We often don’t talk about all the ways TimeControl can touch Microsoft technology because there are so many and every organization might be different in how it wants to leverage Microsoft’s technology with their centralized timesheet system.

TimeControl has a pre-defined link to the Microsoft Project products including Project on the Desktop, Project Server, Project Online and Project for the Web.  TimeControl can be displayed inside a Teams tab.  TimeControl can be displayed within SharePoint or even link directly with SharePoint lists, pulling task information from a task list and even pushing back actuals.  TimeControl reports can be saved in Word read-able format orin images for consumption by PowerPoint.

But let’s just focus for a moment on Excel.

Whether you are thinking of Excel on your Desktop or Excel in Office 365, TimeControl has numerous ways to integrate that technology.  Here are just a few:

Importing and Exporting data between TimeControl and Office 365 Excel

TimeControl includes complete support for transferring data to and from Excel files.  If you maintain some data now in Excel, then moving that into TimeControl is a matter of moments.  If you use Excel for analysis of data, then sending TimeControl’s source data to Excel is very simple.  You can even schedule exports to Excel or imports from Excel to happen automatically on a schedule you define.

Importing legacy timesheets from Excel to TimeControl is already included

TimeControl includes import functionality for timesheet data itself so, if you have an existing timesheet system in Excel you can transfer that data into TimeControl.  Our Excel Solutions Portal even has a template for you to download and use so you don’t have to create it yourself.

Integrating Excel Services dashboards into TimeControl

Some people like using Excel’s server-based charting capabilities to create analysis of timesheet or project management data.  TimeControl supports displaying Excel views in the dashboard.  Need an Excel pivot report in your TimeControl dashboard?  No problem. Need an Excel traffic light on the TimeControl dashboard?  No problem.

Displaying TimeControl Reports in Excel

Every TimeControl report including those created in our TimeControl Report Designer or with the TimeControl Drill Down Analyzer can be saved as Excel files so you can do more extensive analysis and reporting in the tools you are familiar with.

Migrating from Excel to TimeControl or TimeControl Online is so simple

When new TimeControl systems are established, they are almost always provisioned for the first time from Excel files.  Even if you are not using an Excel timesheet, Excel is an easy tool for bringing data into one place, manipulating if need be then uploading it into the controlled environment of TimeControl.

For more information on linking to Excel or Microsoft Office Excel 365 or migrating from an  Excel-based timesheet system see our TimeControl/Excel Solutions Portal or speak to one of our TimeControl experts at HMS Software at info@hms.ca.

Migrating from Excel Timesheets to TimeControl?

There are countless organizations that still do their timesheets in Excel.  Is it any wonder that in every copy of Excel there are templates included to make multiple types of timesheets?  The advantage of using Excel for such tasks is twofold: First, it is instant.  If using a template, an Excel timesheet could be deployed in an hour.  Second, it is ultimately flexible.  An Excel timesheet can be changed to whatever degree you wish.

But, as easy as it is to create an Excel timesheet for a small group, organizations often outgrow such systems very quickly.  When the requirements for the timesheet include auditability or the need to harmonize coding to a central structure or just trying to find missing timesheets, the ease of Excel is eclipsed by its challenges.

TimeControl was designed from its inception in 1994 to have Excel integration and now, 25 years later, that integration is multi-faceted.  Aside from being able to consume Excel worksheets for lists of projects, charges or employees or being able to create Excel workbooks to enable analysis, reporting or external integration, TimeControl is a likely and common place for organizations to migrate their Excel timesheet systems.  Maintenance and the management of an Excel timesheet when an organization grows, becomes more complex, more costly and a bigger challenge.  That’s where TimeControl’s centralized data structure becomes much more attractive.

TimeControl has numerous points of contact with Excel:

Importing and Exporting data between TimeControl and Excel

TimeControl includes complete support for transferring data to and from Excel files.  If you maintain some data now in Excel, then moving that into TimeControl is a matter of moments.  If you use Excel for analysis of data, then sending TimeControl’s source data to Excel is very simple.  You can even schedule exports to Excel or imports from Excel to happen automatically on a schedule you define.

Importing legacy timesheets from Excel to TimeControl is already included

TimeControl includes import functionality for timesheets themselves so if you have an existing timesheet system in Excel you can transfer that data into TimeControl.  Our Excel Solutions Portal even has a template for you to download and use so you don’t have to create it yourself.

Integrating Excel Services dashboards into TimeControl

Some people like using Excel’s server-based charting capabilities to create analysis of timesheet or project management data.  TimeControl supports displaying Excel views in the dashboard.  Need an Excel pivot report in your TimeControl dashboard?  No problem. Need an Excel traffic light on the TimeControl dashboard?  No problem.

Displaying TimeControl Reports in Excel

Every TimeControl report including those created in our TimeControl Report Designer or with the TimeControl Drill Down Analyzer can be saved as Excel files so you can do more extensive analysis and reporting in the tools you are familiar with.

Migrating from Excel to TimeControl or TimeControl Online is so simple

TimeControl and TimeControl Online are almost always configured from Excel files.  Our technical staff give templates to new clients so they can configure the data they want into TimeControl with the features they want to enable.  If you’re using Excel already you’re all set to go.  And, if you’re subscribing to TimeControlOnline, there’s nothing to install, no servers or databases to configure.  Once your subscription is activated, you are ready to start moving your data into the system and activating your users.  Most small to medium sized organizations are able to enter timesheets a few days after subscribing.  You could be looking at your own TimeControl system only a couple of hours from now.

You can find out more about how TimeControl and Excel can work together to help your organization become more efficient on our TimeControl/Excel Use-Case portal at: Timecontrol.com/use-cases/excel-to-timecontrol.  On the portal you’ll find webcasts, factsheets and slide presentations explaining some of your options and potential benefits.

The relationship between TimeControl and Excel

We often get questions here at HMS about how TimeControl and Excel.  Answering appropriately requires knowing why people are asking.  timecontrolexcel.jpgFor those who are interested in knowing if they should migrate from an Excel timesheet to TimeControl, there are numerous resources on the TimeControl website identifying the benefits of going to a centralized data-driven timesheet model.  But, there are so many other ways that the two systems are tied, we’ve created a special solutions portal to help

Let’s take a look at some of the different ways you might be thinking that TimeControl and Excel are related:

Migrate from an Excel timesheet to TimeControl

Many organizations create their first timesheet using Excel. It’s a natural fit. The Excel format is infinitely flexible and perfect for designing a grid that has to use calculations to total up the week’s time and even costs.  But, as an organization grows, the need for the functionality of a full timesheet system grows also. Maintenance and the management of an Excel timesheet when an organization is a handful of employees is relatively simple. When the number of people grows, that maintenance becomes more complex, more costly and a bigger challenge.  That’s where TimeControl’s centralized data structure becomes much more attractive.

Importing and Exporting data between TimeControl and Excel

TimeControl includes complete support for importing and exporting data in an Excel format.  If you maintain some data now in Excel, then moving that into TimeControl is a matter of moments.  If you use Excel for analysis of data, then sending TimeControl’s source data to Excel is very simple.  You can even schedule exports to Excel or imports from Excel to happen automatically on a schedule you determine.

Integrating Excel Services dashboards into TimeControl

Some people like using Excel’s server-based charting capabilities to create analysis of timesheet or project management data.  TimeControl supports displaying Excel views in the dashboard.  Need an Excel pivot report?  No problem. Need an Excel traffic light dashboard?  No problem.

Displaying Reports in Excel

Every TimeControl report including those created in our TimeControl Report Designer or with the TimeControl Drill Down Analyzer can be saved as Excel files so you can do more extensive analysis and reporting in the tools you are familiar with.

You can find out more about how TimeControl and Excel can work together to help your organization become more efficient on our TimeControl/Excel Use-Case portal at: www.timecontrol.com/use-cases/excel-to-timecontrol.  On the portal you’ll find webcasts, factsheets and slide presentations explaining some of your options and potential benefits.