Import Role Data from Microsoft Excel
Resources Overview > Role List Overview > Project Role List > Create a Project Role > Create a Role by Import
You can import roles into the application from a Microsoft Excel (.xls or .xlsx) file. After downloading the import template, follow the instructions to create or update roles in the spreadsheet. The import will fail if there are any invalid values in the spreadsheet. You can download the spreadsheet file to view and fix the errors indicated in the error column at the end of each worksheet, and then import the file again.
You must have sufficient privileges to perform this task.
To import roles from Microsoft Excel:
- Navigate to the workspace or project roles page
- In the object selector, select a workspace or project.
- In the sidebar, hover over Resources, and select Role List.
- Select the Actions menu, and then select Import.
- In the Import Roles dialog box, select Browse, select a file, and select Import.
Last Published Tuesday, May 21, 2024