Import Resource Breakdown Structures Process

You can create and update planning resource breakdown structures, update billing resource breakdown structures, or import them from third-party applications, using the Resource Breakdown Structures Interface macro-enabled Excel workbook template and running a few scheduled processes.

For more information on the Import Resource Breakdown Structures Excel workbook template, see the File-Based Data Import for PPM guide.

The Excel template consists of the following worksheets:

• Instructions and CSV Generation: Contains table-specific instructions, guidelines, formatted spreadsheets, and recommendations for preparing the data file for upload.

• PlanningRBS Header: Use this worksheet to create or import planning resource breakdown structures from third-party applications. You need to enter details such as name, project unit, job set, start date, and so on.

• Resources: Use this worksheet to add new or update existing resources in the planning and billing resource breakdown structures. You need to enter details such as name, resource format, resource combinations, and resource class and so on. Additionally, use this worksheet to add new or update existing resources in the planning resource breakdown structures at the project level for those planning resource breakdown structures that allow resource changes at the project level.

To import the resource breakdown structures and resources:

1. Prepare your data in the Resource Breakdown Structures Interface macro-enabled Excel workbook template.

2. Click Generate CSV File in the template to create a comma-separated values file of resource breakdown structures.

3. Navigate to the Scheduled Processes page.

4. Submit the Load Interface File for Import process to load the resource breakdown structures data from your CSV file into the applications related open interface table.

5. Navigate to the Scheduled Processes page.

6. Click on Schedule New Process in the Search Results table.

7. Search and select Import Resource Breakdown Structures job from the Name list of values.

8. Monitor the process in the Scheduled Process section. If the Import Resource Breakdown Structures process ends in error, review the output report details about the rows that caused the failure.

Output Reports

The process generates a file named Import Resource Breakdown Structures.pdf. In case the process results in errors, the application also generates an additional output file named Import Resource Breakdown Structures Rejections.xls

The PDF report displays the processing errors, warnings, and exceptions encountered during the import process. If you want to display all the details that were successfully imported, select Yes from the Report Success Details list in the Process Details window. Fix the issues in your data, reload the updated data to the interface tables, and resubmit the Import Resource Breakdown Structures process.

The Excel sheet lists only failed records and includes detailed error messages for each row. Use the Excel sheet to correct the errors and generate the CSV files again. Resubmit the process until all rows are imported.