Importing Resource Data

Use this procedure to import resource data from a Microsoft Excel (.xls) spreadsheet.

You must create an import template and populate the Excel file with resource data before you can perform this procedure.

To import resource data:

  1. Click Resources.
  2. On the Resources navigation bar, click Administration.
  3. On the Administration page, click the Resources tab.
  4. On the Resources tab, click Actions and select Import from Excel.
  5. In the Import Resources dialog box, click Browse in the Import File field.
  6. In the File Upload dialog box, browse to the file you want to import and click Open.
  7. In the Import Resources dialog box, click Import.

    If errors are detected during the import, click View the log file for more details in the Information dialog box. If you want to save the log file, click Save File.

Related Topics

Resources

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Setting Overtime Policy

Assigning Calendars to Resources

Assigning Locations to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Creating Import Templates for Importing Resources

Deleting Resources

Resources Tab of the Administration Page

Creating Import Templates for Importing Resources



Last Published Wednesday, July 10, 2024