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Creating Import Templates

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

To create an import template:

  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:
    1. Click ""Select Columns and choose the columns you want available in the import template. The following fields are available for import:
      • Resource ID
      • Resource Name
      • Resource Type
      • Active
      • Parent Resource

        Note: Enter the ID for the Parent Resource.

      • E-mail
      • 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.

  5. Click "" Create Import Template.
  6. In the File Download dialog box, click Open to modify the template or click Save to save and close it.

    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

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

Importing Resource Data

Resources Tab of the Administration Page


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