Overview
This article provides field mapping information between Harvest and Parallax.
Terms
| Harvest | -> Parallax |
| Project/Task | -> Service Offering |
| Time | -> Actuals |
| Client Name | -> Client |
Parallax Tip: I don't see a term!
If a Harvest field or term is missing from the table above, it does not visibly show up in Parallax, e.g., the 'Notes' example below.
Project > Service Offering
Harvest Projects (often referred to by us as Timesheets) do not connect to Parallax Projects, but instead to Offerings within a Project. This allows you to connect multiple Timesheets to a single Project to represent different phases or divisions within the Project. The Parallax Offering/Harvest Project Name is controlled by Parallax.
Time > Actuals
Once a Harvest Project is connected entered into Harvest will map to the corresponding project in Parallax and will display as the denominator in the Project Shaper and Assignments View. We call this time Actuals.*
*Parallax Tip - Billable vs. Non-Billable Actuals
Harvest allows you to track time to Billable and Non-Billable Tasks. While Parallax doesn't track the Tasks themselves, it will track which Actuals are Billable or Non-Billable. This is important, because Actuals on Non-Billable Tasks are not considered Billable in Parallax, regardless of what type of Offering or Project it is.
Client Name > Client
In Parallax, you will see the Client listed at the top of the Project. Additionally, you it will be displayed in a column of both the Sales Pipeline and Active Project pages. Parallax and Harvest Clients must be 1:1 - so you cannot map multiple Parallax Clients to one Harvest Client (or vice versa).**
**Parallax Tip - I don't see the right Client when connecting a Harvest Timesheet?
Believe it or not, this is actually a problem with your CRM, not Parallax or Harvest. All Parallax Clients are automatically created by your CRM, and most CRMs will let you create multiple Clients under the same name - only one of which can map to Harvest! Check out this article for more info.
What Next
For more information see our Set Up and FAQ articles.