1b / Populate & Format Timesheets Spreadsheet

In the Raw Data tab of the current month's timesheet spreadsheet (eg 2021-01 January Timesheets), select all contents

Right-click and select Clear Contents from the drop-down options displayed

Open the Detailed Time Report spreadsheet you exported from Harvest and select Enable editing, if applicable

Select all of the contents. Right-click and select Copy from the drop-down options displayed

Return to the Raw Data tab of the current month's timesheet spreadsheet, and paste into cell A1

Save and close the exported Detailed Time Report spreadsheet

In the Client List tab of the current month's timesheet spreadsheet (eg 2021-01 January Timesheets), select all contents

Right-click and select Clear Contents from the drop-down options displayed

Open the Client List spreadsheet you exported from Harvest and select Enable editing, if applicable

Select columns B-H. Right-click and select Delete from the drop-down options displayed

Select row A1. Right-click and select Delete from the drop-down options displayed

Select column A. Select Sort & Filter and then Sort A to Z from the drop-down options displayed

Select all of the contents. Right-click and select Copy from the drop-down options displayed

Return to the Client List tab of the current month's timesheet spreadsheet, and paste into cell A1

Save and close the exported Client List spreadsheet

In the Project Data tab of the current month's timesheet spreadsheet (eg 2021-01 January Timesheets), select all contents

Right-click and select Clear Contents from the drop-down options displayed

Open the Project List spreadsheet you exported from Harvest and select Enable editing, if applicable

Select all of the contents. Right-click and select Copy from the drop-down options displayed

Return to the Project Data tab of the current month's timesheet spreadsheet, and paste into cell A1

Save and close the exported Project List spreadsheet

In the Task Data tab of the current month's timesheet spreadsheet (eg 2021-01 January Timesheets), select all contents

Right-click and select Clear Contents from the drop-down options displayed

Open the Task List spreadsheet you exported from Harvest and select Enable editing, if applicable

Select all of the contents. Right-click and select Copy from the drop-down options displayed

Return to the Task Data tab of the current month's timesheet spreadsheet, and paste into cell A1

Save and close the exported Task List spreadsheet

In the Raw Data tab, select column D (Project Code). Right-click and select Hide from the drop-down options

Resize column F (Notes) to a width of 40. Select the entire column and select Wrap Text from the Alignment menu options

Select all the contents. Select Top Align and Align Left from the Alignment menu options

Select column B and sort alphabetically by selecting Sort & Filter > Sort A to Z from the Editing menu options (top right on the ribbon)

Save

In the Raw Data tab, select all the contents

Select Sort & Filter > Filter from the Editing menu options (top right on the ribbon)

Save

Filter the Project column to show only projects starting with:

• Fixed Fee

• Fixed Price

• Monthly Fixed Fee

• Prepaid

• Project

In the client names of the resulting list, type "1" at the beginning of the client name

Clear the filter on the Project column

Save

Filter the Task column to show only Downscaled time (office use only)

In the client names of the resulting list, type "1" at the beginning of the client name

Clear the filter on the Task column

Save