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Setting Up AccountLinx for The Construction Manager

With AccountLinx, you can export your employees' time data from ExakTime Connect into a compatible file for The Construction Manager. As Construction Manager may be customized to fit your company's needs, the default AccountLinx export for Construction Manager may not match your Construction Manager setup exactly. Please read through this article before setting up AccountLinx to understand what is needed.

If you have any questions or concerns during setup and/or use, you can contact us with the "Request Support" link at the top of the page and we will try to assist as best as possible. Keep in mind, however, that we are not Construction Manager support. We will try to help you as much as we can, but there are aspects of Construction Manager that are out of our area of expertise and your questions may be better answered by Construction Manager support or your trusted contact to answer/assist.

Selecting Construction Manager as your Exporter

  1. Go to Tools and click Exporter Settings...
  2. The Exporter Settings window should open. Click Select Exporter...
  3. A window with a list of available exporters should open. Select "The Construction Manager" and click OK.

AccountLinx Settings Unique to Construction Manager

The Construction Manager export for AccountLinx offers a variety of settings when exporting your time data to help tailor the time data to your company's needs. These settings are unique to AccountLinx and will not affect ExakTime Connect or Mobile. If any of the settings offered do not sound familiar, you may not be using the setting in Construction Manager and can leave it as <None>. 

  1. Go to Tools and click Exporter Settings...
  2. The Exporter Settings window should open. Click Configure... to open the 'Settings' window.
    • Company Code - Enter the company code that matches with The Construction Manager.
    • Default Pay Types
      • Regular - Enter the regular pay type as used in Construction Manager.
      • Overtime - Enter the overtime pay type as used in Construction Manager.
      • Overtime2 - Enter the overtime 2 (doubletime) pay type as used in Construction Manager.
    • Optional Pay Types Matching
      • Vacation - Enter the Construction Manager code and select the corresponding ExakTime Cost Code.
      • Holiday - Enter the Construction Manager code and select the corresponding ExakTime Cost Code.
      • Sick - Enter the Construction Manager code and select the corresponding ExakTime Cost Code.
    • Cost Type Matching
      • Default - Specify the default cost type.
      • Map Optionally to - Specify the entity that cost type should be associated with. If a cost type has not been specified for the entity, the default cost type will be used in your AccountLinx export instead. The related mapping screen will have additional fields for you to complete.
    •  Other
      • Map Cost Code to - Specify the entity the cost code should be associated with. The related mapping screen will have additional fields for you to complete.
      • Map Phase to - Specify the entity the phase should be associated with. The related mapping screen will have additional fields for you to complete.
      • Display pre-export Batch Code prompt - Depending on your version of Construction Manager, enable to enter the batch code when exporting for the current session.
      • Export to Excel Workbook - Depending on your version of Construction Manager, enable to export to an Excel workbook (.xls) file instead of a .csv file.
  3. Click OK on the Configuration window and click OK on the Exporter Settings window to return to the main page of AccountLinx.
  4. Click the appropriate "Map Location/Cost Code" option to see the columns from the options enabled in Step 3.

General Use of AccountLinx

After setting up the configuration of AccountLinx to better match Construction Manager in the previous section, you will need to:

  • Map your entities so any ExakTime entity for a time record will export with the corresponding Construction Manager entity and fill in any relevant fields enabled in the previous section. Refer to the following article if you are unfamiliar with mapping your data in AccountLinx.
  • After mapping your entities, you can export your time data to import into Construction Manager. Refer to the following article if you are unfamiliar with exporting time data from AccountLinx.

Example of AccountLinx Export

An example of an AccountLinx export has been provided below. The data have been preformatted based on Construction Manager's template. The presented values can differ depending on your settings.

ALX - Export Example - Construction Manager - 00.png

While you can manipulate the exported data after it has been exported, it is highly discouraged as it can result in data discrepancies when double-checking any data.

How to Import Time Data into Construction Manager

  1. From the Main screen of Construction Manager, click Payroll and click the Processing tab along the top.
  2. Click and expand Run a Payroll, and click Import Payroll Entries.
  3. The path for the import file will be in the default location C:\Program Files\TCMW with a default file name of TCMPYEntryImp.xls. Change this to whatever your AccountLinx export file is located and name.
  4. Once the import is complete you will be prompted with a confirmation screen

It is recommended to consult Construction Manager for further assistance with importing and using the time data as they are more knowledgeable of utilizing their system.

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