You can create resources by way of CSV import. When you select Resource or Role as the view, the Menu option will allow for import or export.
When you select Resource as the view, the following export options are available:
Export > Resource Template
Resource Rate Breakdown
The Resource Rate Breakdown option is available in the Menu option, for P6, Resource, and Role views.
Import
Resource Rate Breakdown
The Resource Rate Breakdown option is available in the Menu option, for P6, Resource, and Role views.
When you select Role as the view, the following export options are available:
Export
- Role Template
- Role Rate Breakdown
Import
- Roles
- Role Rate Breakdown
You can create resources in the custom view by using the Menu option Import > Resources.
When you select Export > Resource Template, Unifier exports the CSV template which lists all of the columns that are seen in the Master Rate Sheet, along with the rate breakdown columns.
The following fields are required in the CSV template:
- Resource ID
- Resource Name
If you do not provide values for the following fields, then Unifier uses the default value:
- Type
- Calendar
- Units/day
- Status
You will encounter an error if the CSV template that is being imported contains rows with the same ID, when adding resources or roles by using the CSV template import.
You can import resources in a hierarchy by using ~~ (two consecutive tilde symbols) between parent ID and child ID.
You need to include the entire path (for the ID) in the CSV template in order to be able to import the resources or roles in a structure.
Ensure that you verify the validity of values in the following columns:
Type:
- Labor
- Non Labor
- Material
The default value is Labor.
Unit of Measure:
The default value is the value that has been set, as default, in the Unit of Measure field in the Data Structure Setup.
- Status
- Active
- Inactive
The default value is Active.
Currency:
All of the currency symbols along with currency names that are available under the Standards & Libraries > Currencies. Default value is company currency.
Units/day:
A valid decimal value (any number between 1 to 999,999).
Rate Breakdown Import
Note: The following fields are supported for Rate Breakdown Import only. The following additional columns will be available for the rate breakdown import, for existing resources and roles. More details are available in the "CSV Import for Role and Resource Rates" topic. This topic explains the import of resource and role breakdowns for the Resources and Roles created in 'Resource' drop-down.
Effective date:
It is a date only column and only dates are allowed. All the date-related validations will be performed, according to the date preferences.
Price/Unit:
Any positive decimal value. The value cannot be a negative number.
The following columns are displayed in the exported Role Template:
- Role ID
- Role Name
- Currency
- Units/day
- Status
Only the Role ID and Role Name are required in the exported CSV template. The other columns will take default values, if the values are not provided in the input CSV file.
You can import new resources using the downloaded CSV file. When creating resources through CSV import, the resources are always appended to the existing resources in the Custom - Resource view.
The following explains the CSV import validations:
- You can enter ID in hierarchy by using: <Parent ID> ~~ <Child ID>.
- You can verify the uniqueness for the ID when you are creating the resources/roles using CSV import.
- Unifier sorts the added resources/roles according to the column sorting.
- When a resource is created through CSV import, the ID and Name fields will be required fields and must have unique values. Additional columns like Currency, Calendar, Units/day, and Status will show default values if no value is provided in the CSV file.
- When importing resources and roles, if the parent already exists, then the child will get created. Similarly, you can import both parent and child together provided that the parent only is in one row and a parent with child is in a separate row, in the input CSV file.