Excel Code Sheet

Last updated October 11, 2024
By Emma Howland

Call Sheet:

Convert hours to correct format: [Cell]*24/60

Notes: “Call with “&[Cell]

Date display: highlight all columns, change format to [3/14/2023], then highlight all columns select Data>Text to Columns>Finish

Call Log Steps:

Open current month Call Logs (Admin>Time Records> ex: “23.10”) and sort Name column from A-Z
Copy previous month’s Call Timesheet into current month Folder
- don’t delete data, move previous months data over to the right in the sheet for reference (some client/project info may be applicable to this month)
Copy and Paste Name column into Timesheet off to the side in workspace, convert names using Notes Display shortcut (“Call with “&[Cell]), paste values into Notes column in the table
Copy and Paste Date column into Timesheet off to the side in workspace, convert dates into correct format using Date Display shortcut, paste values into Date column in the table
Copy and Paste Time column into Timesheet off to the side in workspace, convert to hours format using shortcut (*24/60), paste values into Time column in the table, decrease decimals to two (.00)
Highlight all calls that are less than 0.01 hrs in gray- those can be ignored and deleted at the end.
Copy and Paste Client/Project/Tasks that match client name in the notes from previous month data. If the call is from a client or builder with multiple projects, highlight in yellow to double check with Ian that the correct project is shown. Check names and logged project time in Harvest for new/unknown projects