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Importing Resource Data

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

Before you perform this procedure, you must create an import template and populate the Excel file with resource data. See Creating Import Templates.

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 "" Import from Excel.
  5. In the Import Resources dialog box, click "".
  6. In the Open dialog box, browse to the name of the file (.xls) 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 Log in the Import Successful or Import Failed dialog box. If you want to save the log file, click "" Save.

Related Topics

Resources

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Assigning Calendars to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Creating Import Templates

Resources Tab of the Administration Page


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