Import Role Data from Microsoft Excel

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
1. In the object selector, select a workspace or project.
2. 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.

Next: Import Roles from P6 EPPM