Creating Import Templates for Importing Resources

Create a Microsoft Excel template to use when importing resource data.

To create an import template:

Click Resources.
On the Resources navigation bar, click Administration.
On the Administration page, click the Resources tab.
On the Resources tab:
1. Click Customize View.
2. In the Customize View dialog box, add the columns you want available in the import template to the Selected Columns list. The following fields are available for import:
  - Resource ID
  - Resource Name
  - Resource Type
  - Active
  - Parent Resource
    Note: Enter the ID for the Parent Resource.
  - email
  - Office Phone
  - Other Phone
  - Notes
  - Employee ID
  - Title
  - Overtime Factor
  - Overtime Allowed
  - Calculate Costs from Units
  - Resource Codes
  - User-Defined fields
    Note: Fields that are not in this list, but are visible in the table are exported to the spreadsheet and marked with an asterisk. You can edit the fields in the spreadsheet; however, the data in these fields is not imported into the resources table.
3. Click Apply.
Click Actions and select Create Import Template.
In the Opening File dialog box, click Open to modify the template or click Save to save and close it, then click OK.
Note: Do not move or change the first two rows in the spreadsheet.

Tips

When entering resource data in the Excel spreadsheet:

Be sure to include a Resource ID and Resource Name for each resource, otherwise all data for that resource is excluded from the import.
For fields that include a check box in the application, enter the values true/false, or y/n. The default system setting values are applied to these fields if no value is entered. The following is a list of the check box fields available for import along with their default values:
- Active = true
- Calculate Costs from Units = true
- Overtime Allowed = false