About Integrating Wiise Projects
Overview:
- How project costing fits together, from setup to posted cost.
- What each article in this section covers, and the order to follow.
Why Integrate Wiise Projects?
Integrating Timesheets with Wiise Project Module connects your projects to Wiise Payroll, so the hours your employees work turn into real costs against your projects without re-keying.
This overview maps the flow and points you to the article for each stage.
The flow at a glance
- Set up your projects and tasks.
- Map your timesheet locations to those projects and tasks.
- Set up the project journal template the costs post through.
- Import approved timesheets and post them into the project journal.
The articles in this section
Set up Wiise Projects and Tasks. Build the project structure first. A project holds one or more tasks, and each task tracks its own budget, billable amount, and actual cost. This is what your labour costs post against.
Set up Timesheet Project Mapping. Connect Wiise Payroll to your projects. You sync your payroll locations in, then map each one to a project and task, so time logged against a location reaches the right place. You can also map a location to a department or dimension for reporting.
Set up Project Journal Templates. Check the template the journal uses. Wiise provides a project journal template and you can set up a default batch so in most cases this is a quick confirmation rather than setup.
Import approved timesheets and post into the project journal. Bring the costs in. Approved timesheets import into the project journal, mapped by your timesheet mapping. A project setting controls what each line records: actual labour cost, estimated labour cost, or hours. You review the lines, then post them to update each task's actual cost.
Troubleshoot timesheet import errors in the project journal. Fix a failed import. This covers validation errors, missing mappings, and blocked resources, with how to reprocess failed lines without creating duplicates.
Advice: If a project's actual cost looks wrong, work back along the flow. Check the posted journal, then the mapping, then the cost in payroll. The stage where the figure first looks wrong is where the problem is.
What's next?
Start with Set up Wiise Projects and Tasks to build your project structure, then work through the articles above in order.
If you have any questions, please reach out to support@wiise.com