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Do not merge - When entering worklogs into the system, each line of the project journal will correspond to to exactly one project entry after it's posted.
Merge by resources - When this rule is applied, the posted project journal lines are merged according to each resource loaded into the project journal.
Merge to one G/L account - When this rule is applied, the posted project journal lines are merged into a selected financial account.
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Deafult Values for Manual Download
This setting specifies the default settings for the fields on the Load Tempo Worklogs page, which can be used for manual downloading of worklogs. For more information on manual downloading, see this section of the documentation.
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In the example below, we can see that there are currently nine worklogs in the project journal for three four different resources with a posting date interval from 4th to 6th March 2023, and a total of 7 hours in the project journal.
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for August 2024.
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After selecting the Preview Posting or Post action, the user is prompted to select a single posting date for all nine worklogs.
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The date selected affects the month in which the resource costs will be posted to the project entries and therefore the subsequent analysis. At the same time, the selected posting date will be used as the date of the exchange rate used for conversion to the local currency. We recommend using the Preview Posting to understand how the merging rules work. |
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When this rule is applied, the posted project journal lines are merged into a selected G/L account. The user will be prompted to enter a posting date and a financial account.
There are currently four 19 worklogs in the project journal for various resources with a billing date of 1st February 2024 and a total of 3 hours.
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posting date interval for August 2024.
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After selecting the Preview Posting or Post action, the user is prompted to select a single posting date and G/L account for all four worklogs.
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The date selected affects the month in which the resource costs will be posted to the project entries and therefore the subsequent analysis. At the same time, the selected posting date will be used as the date of the exchange rate used for conversion to the local currency. We recommend using the Preview Posting to understand how the merging rules work. |
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If you need to split the worklogs into multiple G/L accounts, you can use filters in the project journal and sequentially post the filtered worklogs gradually. |
Do not merge
When applying this rule, the lines of the project journal are not merged after posting, and one line of the project journal will correspond to exactly one project entry.
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