Configuring TTM’s User Profile Import Web Part

TTM Configuration Overview	TTM Control Panel

Time Tracking and Management’s (TTM) User Profile Import allows user information from a SharePoint User Profile to be imported into TTM, minimizing the data entry required to populate the Timesheet Resources list.

Keep in mind:

• You do not need to populate the Timesheet Resources list if you configured the Timesheet Entry Web Part to use PM Central’s ERP as the resource data-source.

• The User Profile Web Part is dependent on the following SharePoint services:

  • the User Profile Service Application

    • Information on configuring the User Profile Service Application is available from Microsoft:
    • Set up the User Profile Search Application
    • Configure Synchronization Connections

  • the Search Service Application

    • Information on configuring the User Profile Service Application is available from Microsoft:
    • Configure enterprise search (SharePoint Server 2010)
    • Administer search in SharePoint Server 2013

• For information on using User Profile Import, click here

• The User Profile Import tool was added in TTM 2.5

• User profile information will not be automatically updated to reflect changes in made in Active Directory following the import.

Configure the TTM User Profile Import Web Part:

Step	Action
1.	From the TTM site’s Site Actions menu, select Time Tracking and Management Control Panel.
2.	Edit the Web Part on page and click the Import User Profile Web Part Settings button to access the pop-up configuration window IMPORTANT: If you don’t see the dialog screen (shown below), make sure that you have disabled popup blockers for this site.
3.	Use the left hand navigation to access the appropriate configuration screens: # Function 1 By default, if items are reimported the new user profile information will overwrite the current information in the Timesheet Resources list. 2. Mapping Configuration Map the fields in the Timesheet Resources list to SharePoint User Profile fields Important:By default, a user’s Manager will be identified as their Primary and Secondary Timesheet Manager. 3. Search Criteria Configuration Select the fields that you want to be able to search from Available fields 4. Search Results Configuration Select the columns that will be displayed in the search results NOTE: Columns must be added to the Search Criteria “Selected Columns” before they will be available to display in the search results 5. Language Settings Modify the Language Settings 6. Help Click Customer Support to access available online resources for the web part. If you are unable to find the answer to your question with these resources, our Customer Support engineers are standing by to help.
4.	Click Save & Close to commit the changes and exit pop-up configuration screen.

TTM Configuration Overview	TTM Control Panel