Overview
These are the two ways you can connect a Timesheet project to a Parallax Project Offering. Anytime your Project is moved to Active Projects (by moving it to a "Closed Won" stage in your CRM), you can connect a timesheet on the Integrations tab for the project.
| Provision New creates a new Timesheet project within your Timesheet tool. | |
| Connect Existing allows you to select a Timesheet you've already created using the ID associated with the Timesheet's Project ID. | |
| Provisioning by moving to In Progress, Connecting to an Existing Timesheet from the Integrations tab, and Provisioning New Timesheet from the Integrations tab. |
You'll also be asked if you want to automatically provision a Timesheet project any time you move a project to In Progress.
Provision New
Provision New (or just Provision, for short) creates a new Timesheet project within your Timesheet tool. The timesheet will reflect the team assigned in Parallax, as well as specific other project configurations when applicable (hours budgeted, etc.).
Important Note:
When moving to In Progress, its default behavior will be to Provision New timesheets - you can make this decision on an Offering-by-Offering basis, by unchecking the boxes for Offerings you don't want to Provision.
Connect Existing
Connect Existing allows you to select a Timesheet you've already created using the ID associated with the Timesheet's Project ID. This is common for in-flight work, allowing Parallax to sync up with an existing project.
Parallax Tip: Where's the Timesheet Project ID?
For most Timesheet tools, the Timesheet Project ID is comprised of digits found within the URL for the Timesheet project.
Important Note: I'm being asked for a Client, but I don't see it!
This typically means there are duplicates of the same CRM Client pulled into Parallax. Each Timesheet Tool can only map through Parallax to a single CRM Client, so if there are dupes, this won't work. For more info, check out the following article.
Examples
Here are a couple of examples of what the flow looks like in practice!
Provisioning by moving to In Progress:
Connecting to an Existing Timesheet from the Integrations tab:
Provisioning New Timesheet from the Integrations tab:
