--- title: Creating Assignments & Timesheets description: This article will guide you in creating assignments and timesheets in Primo Umbrella. --- [Skip to content](https://help.accentra.co.uk/pu-kb/creating-assignments-timesheets#main-content) [![Accentra logo with tagline for white background](https://help.accentra.co.uk/hs-fs/hubfs/Accentra%20logo%20with%20tagline%20for%20white%20background.png?width=300&height=69&name=Accentra%20logo%20with%20tagline%20for%20white%20background.png)](https://accentra.co.uk) Open main navigation Close main navigation - [Contact us](https://accentra.co.uk/contact-us/) [Contact us](https://accentra.co.uk/contact-us/) How can we help you? - There are no suggestions because the search field is empty. 1. [Primo Umbrella](https://help.accentra.co.uk/pu-kb?hsLang=en) 2. [General](https://help.accentra.co.uk/pu-kb/general?hsLang=en) # Creating Assignments & Timesheets ## This article will guide you in creating assignments and timesheets in Primo Umbrella. ### **Creating Assignments:** **Step 1:** Click ‘Assignments’ and click the + icon to add new assignments.![](https://help.accentra.co.uk/hs-fs/hubfs/assignment1-png.png?width=1499&height=355&name=assignment1-png.png) **Step 2:** Enter all the relevant information, select the rates applicable to this assignment and click ‘Save & Exit’. If you wish to create a new assignment after creating this assignment, click ‘Save & Create New’. You’ll see a pop-up message confirming that the assignment has been saved successfully. ![](https://help.accentra.co.uk/hs-fs/hubfs/assignment2-png.png?width=1015&height=644&name=assignment2-png.png) ### **Creating Timesheets** #### **Creating individual timesheets** **Step 1:** From the ‘Contractors’ list screen, click the ‘Action’ dropdown and select ‘Enter Timesheet’. ![](https://help.accentra.co.uk/hs-fs/hubfs/timesheet1-png.png?width=1506&height=442&name=timesheet1-png.png) **Step 2:** Enter all the relevant information and click ‘Save & Exit’. If you wish to create a new timesheet after creating this timesheet, click ‘Save & Create New’. You’ll see a pop-up message confirming that the timesheet has been saved successfully. If required, you can also attach a copy of the timesheet. ![](https://help.accentra.co.uk/hs-fs/hubfs/timesheet2-png.png?width=1010&height=792&name=timesheet2-png.png) #### **Creating bulk timesheets (Import Method)** **Step 1:** Click ‘Import Timesheets’ from the Task Manager. ![](https://help.accentra.co.uk/hs-fs/hubfs/timesheet5-png.png?width=1503&height=380&name=timesheet5-png.png) **Step 2:** Click the ![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jan-19-2021-09-41-26-56-AM.png?width=16&height=16&name=image-png-Jan-19-2021-09-41-26-56-AM.png) icon to download the timesheet template file. This will open an Excel file where you’re required to enter the timesheet details into the excel template and save your file. ![](https://help.accentra.co.uk/hs-fs/hubfs/timesheet6-png.png?width=1500&height=369&name=timesheet6-png.png) **Step 3:** Select the agency that needs to be invoiced from the dropdown list. ![](https://help.accentra.co.uk/hs-fs/hubfs/timesheet7-png.png?width=1504&height=483&name=timesheet7-png.png) **Step 4:** Select the import template file from the list (![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jan-19-2021-09-42-14-14-AM.png?width=18&height=15&name=image-png-Jan-19-2021-09-42-14-14-AM.png)) and click ‘OK’ (This is necessary only during the first timesheet import, the software will keep this selection in its memory). **Step 5:** Enter the applicable week-ending date. **Step 6:** Click the ‘Upload File’ icon, select your completed timesheet file and click ‘Upload’. **Step 7:** Enter the name of the worksheet within your Excel file that contains the timesheet data and click the ‘Load Data’ icon ![](https://help.accentra.co.uk/hs-fs/hubfs/image-png-Jan-19-2021-09-42-30-88-AM.png?width=13&height=17&name=image-png-Jan-19-2021-09-42-30-88-AM.png). **Step 8:** Pre-Processing will match timesheets with the contractor records set up. If the pre-process is successful, click ‘Import Now’. If the pre-process is not successful, click ‘Cancel’, make any necessary changes to your data and follow the items from **Step 3** again. ![](https://help.accentra.co.uk/hs-fs/hubfs/timesheet8-png.png?width=1505&height=605&name=timesheet8-png.png) ![](https://help.accentra.co.uk/hs-fs/hubfs/timesheet9-png.png?width=287&height=198&name=timesheet9-png.png) Once the timesheet import is complete, you’ll see a pop-up message confirming this. - [Getting started](https://help.accentra.co.uk/pu-kb/getting-started?hsLang=en) - [General](https://help.accentra.co.uk/pu-kb/general?hsLang=en) - [Reports](https://help.accentra.co.uk/pu-kb/reports?hsLang=en) - [Integrations](https://help.accentra.co.uk/pu-kb/integrations?hsLang=en) - [Mobile App](https://help.accentra.co.uk/pu-kb/mobile-app?hsLang=en#main-content) - [Mobile App Access - Enable & Reset](https://help.accentra.co.uk/pu-kb/mobile-app?hsLang=en#mobile-app-access-enable-reset) [![Accentra logo with tagline for white background](https://help.accentra.co.uk/hs-fs/hubfs/Accentra%20logo%20with%20tagline%20for%20white%20background.png?width=200&height=46&name=Accentra%20logo%20with%20tagline%20for%20white%20background.png "Accentra logo with tagline for white background")](https://accentra.co.uk) [mailto:support@accentra.co.uk](mailto:support@accentra.co.uk) Copyright © 2025, Accentra Technologies Limited