Overview
This article will explain which timesheet fields from Toggl map into Parallax.
Terms
Toggl | Parallax |
Project | Service Offering |
Time | Actuals |
Clients | Client |
*Parallax Tip:
If a Toggl field or term is missing from the table above, it does not visibly show up in Parallax. A couple examples are "Tags" or "Descriptions."
Project
Projects in Toggl will map directly to the Service Offering within the Parallax Project. When assigning a person to a project in Parallax, that person must be assigned and associated with a project in Toggl.
When building a role and assigning someone to that role in PX will push that person to the Toggl project when the project follows the Awaiting Start to In-Progress workflow.
Time
Time within Toggl will map to the Actual Hours that are populated within Parallax.
Clients
Clients are straightforward between Parallax and Toggl - the same term is used in both!
Additional Info
Descriptions entered into Toggl will not be pulled into Parallax. As Time entries are added in Toggl, they are automatically pulled into Parallax on the next sync (every 15 minutes).
See below for a visual reference on where these fields are mapping from Toggl:
To Parallax:
Bill Rates
The Assignee bill rate will be sent from Parallax to Toggl only when Support Assignment Level Budgeting is enabled in Toggl. Your CSM will enable this for you on the PX side which will enable PX map bill rates per user to Toggl.
Conclusion
For more information see our Toggl set up article.
Note: When requesting assistance with mapping projects to Toggl timesheets, the client Toggl ID will be required which can be found in the URL and is an 8 digit code usually located at the end of the client URL.