*NEW* Operating Procedure Available

Aridai Consulting LLC

Weekly Activity Report

Each week, we must report the labor activity of this client for their contract. This is to be completed by Monday of each week at 11am CST.

Dropbox - username: Admin@growthgroup.com pw: G%SsY5FcP55m

Part 1 Generate Report in Harvest:

Visit Harvest here: Harvest
Click the Aridai Consulting link.
If not logged in, Enter username finance@aridai.com , and password: $1Million
Click Reports from the top menu.
Click the back arrow so that the time frame says Last Week (assuming you're doing this on a Monday).
Click Clients from the middle menu.
Click HNTB.
Click Option Year 2.
Click Team from the middle menu.
Click Export from the middle right side.
Choose Excel.
Save the downloaded file to the Downloads folder.
Open the file you've just saved.
In Excel, click Insert in the middle menu next to Home.
Click the Pivot Table icon on the left.
A pop-up box will appear, click Okay.
On the right side box, click and drag First Name into the Rows box.
Then click and drag Task into the Rows box. Ensure First Name is still the first entry.
Then click and drag Hours Rounded into the Values box.
Double click the box within the excel sheet that says Row Labels, delete the text that is present, and type "Employee."
Double click the box within the excel sheet that says Sum of Hours Rounded, a pop-up box will appear, delete the text that is present and type "Total Hours."

Part 2 Edit Excel Sheet for Printing:

In the very top menu, click View then click Header and Footer.
A new view will pop up click the left-most box, under the word Header.
Click the picture icon from the menu.
Insert the search term "Aridai Logo" you should see a .jpeg file come up, double click that.
Click the Format Picture icon from the menu.
Set the "Scale Width" and "Scale Height" to 75%.
Click Home
Click to select Row 2.
Right-click and choose insert.
Right-click and choose insert, again.
In cell A2 type Weekly Activity Report, then click Enter on your keyboard.
In cell A3 type the dates from last week Monday to yesterday (assuming you're doing this on a Monday), in the following format MM/DD/YYYY-MM/DD/YYYY.
Click File, click Print.
In the print dialog box, click the PDF dropdown in the bottom left corner.
Click Save as PDF.
Type the file name in the following format YYYY.MM.DD Aridai Consulting LLC - Weekly Activity Report, using yesterday's date (assuming you're doing this on a Monday).
Save the file to the following Dropbox folder: (in the left sidebar choose Growth Group Team) > Aridai Consulting LLC > Payroll > Weekly Activity Reports.
Click the x to close out of Excel, when the popup box comes up click save.
Go back to Asana and click "Mark as Complete."
Congrats! You're done.

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