Overview
The integration with Harvest is critical to intaking the actual hours recorded by People to populate the actuals in Parallax. This article provides instructions to set up this connection.
Set Up
- In the left hand navigation, click on Settings then Integrations
- When in Integrations click Connect to Harvest
- Click Authorize application
- Lastly, perform your first Timesheet sync by returning to Settings > Integrations and selecting the newly displayed "Sync Harvest" button.
Now that your Harvest Integration is connected, you will see any Profiles from your Harvest imported into Parallax under Settings > People. Your Harvest integration will sync with Parallax every hour, pulling in new Employees and Assignments from Parallax, and pushing Profile changes on existing Profiles and Actuals recorded to Projects from Harvest to Parallax.
Parallax Tip: Completed and On-Hold Project (Status) and Time Reporting
When a project is moved to a Status of Complete or On-Hold, the attached timesheet to that project is archived in the timekeeping system. The actual prior hours remain however, resources will no longer be able to track time to the timesheet.
If the timesheet is made active again in the Timekeeping system, time can be recorded however, Parallax will not pull in that data (time) into the project due to the status of Completed or On-Hold. Moving the project back to In Progress will "unarchive" the timesheet in the timekeeping system.
If a project is 'excluded' with a timesheet attached, the timesheet is not archived and is still active.
Disconnecting/Reconnecting
Once your Harvest Integration is connected there will be very few situations in which disconnecting is necessary* (see Integration Owner for an exception), but if you do need to disconnect, it's as easy as clicking the "Disconnect from Harvest" button and confirming.
Reconnecting is the same as connecting for the first time - and you can reconnect it by repeating the steps above. All Timesheet Connections and Actuals will be retained, so you don't need to reconnect anything except the Harvest Integration itself!
Important - Don't switch Harvest accounts without first contacting us!
There may be times where you will switch Harvest accounts, or even switch to an entirely new Timesheet provider, such as part of an acquisition or merger. Once the People, Clients and Projects in Parallax are mapped to counterparts in your Harvest, that mapping will persist after disconnecting and won't match any other Harvest or other Timesheet Integration. If you need to switch Harvests or to a new Timesheet provider, be sure to contact your CSM before making this change!
What Next
To see how to connect your timesheets or the field mapping of Parallax and Harvest, please see the following articles:
https://support.getparallax.com/hc/en-us/articles/7633833554451-Harvest-Field-Mapping