Group CSV Format
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Group Fields


Field

Description

Format

Name

Group name. If this field is present in the CSV data then a value is required, and is always required when adding new groups.

Text (80 chars max)

ID

Group ID. This field is not required, but if present and the value is not blank then it must be unique for all groups.

Text (80 chars max)

Description

A description of this group.

Text (255 chars max)

Status

Group status. Possible value are:

Value

Description

Active

Employee can log into system.

Inactive

Employee cannot log into system, and does not show up on reports, etc. by default.

Text

Type

The type of group this is, where P = permission group, R = reporting group and C = crew.  If a group is more than one type then each type will be separated by a carriage return (also called a "hard" carriage return in Excel, entered using ALT+ENTER).  When importing into Pacific Timesheet you can separate values with a  "hard" carriage return,  or you can use the semi-colon character ';'.  Note that reporting group and crew can be renamed on the System > General > Terminology page, but the values in the CSV file, P, R and C, do not change.

Text

Employees

The list of employees that are members of this group. Multiple employees have each value separated by a carriage return (also called a "hard" carriage return in Excel, entered using ALT+ENTER). The names can be in the form of a login name, employee ID, or full name (either "first last" or "last, first" is accepted).

Text

Permissions

The list of employees and groups given special permission on this object. Multiple permissions have each value separated by a carriage return (also called a "hard" carriage return in Excel, entered using ALT+ENTER). Each value is of the form:


Object Name=Permission Level (Object Type)


Where Object Name is the name of the group or the login of the employee, Permission Level is the permission level to give the employee or group on this object, and Object Type is the whether this is an Employee or Group that is being given permission. Here is an example of a group and an employee assigned to an object:


GroupA=Timekeeper (Group)

jmeyers=Manager (Employee)


Note that the permission level and object type are optional. If the permission level is not specified then it will be set to the employee's default permission level. If the object type is not specified the system will first check for a group with a matching name, then look for an employee with a matching login name. Only if you have group names and employee logins that might be the same do you need to specify the object type.

Text

Notes

Notes about this group.

Text (2000 chars max)