To use the resource import the user requires both the role and resource permissions to be set as the resource import can create new roles and resources.
The different types of resource you can import
Named resources are individual people such as "Sarah Smith" and are assigned a role such as "Engineer". Use this type of resource if you need to assign and track work against individual people.
If you do not need to track and and allocate work to individual resources then consider setting up your resources as resource groups. When setting up resource groups, you just specify how many people are in the resource group and do not define the individual people in the group.
Using the resource import
Here is how to use the import:
- Select the resources menu option.
- Select import.
- Paste your resource data into the import box (one resource per row).
- Select validate to check your data is ok to import.
If your data has no errors:
- Review the data to be imported and click back to make any changes.
- Otherwise click import to import the resources.
If your data has errors:
- Click back, correct the errors then import again.
- Resource name must be unique within Kelloo.
- If a role does not exist it will be created for you.
- Enter only one resource per row.
- Separate fields using a , (and fields must not include a , as data).
This is the minimum data required to import a named resource or a resource group.
Format: Role,Resource name, size
Named Resource Example Data
Project Manager,Fred Smith
Resource Group (with role) Example Data
Resource Group (no role) Example Data
Additional fields can be imported about resources.
If you choose to import any of the additional fields for a specific resource then all the additional fields must be completed for that resource.
|Role||Role name||Optional for resource groups|
|Resource name||Resource name / group name||Required|
|Team size||Must be 0 or blank for a named resource.|
For a resource group must be the number of physical people in the group.
Note this is not the FTE of the group. If the group has 10 people each working as 0.5 FTE, the group size is still 10. The FTE of the group can be changed once imported by updating the the working times section of the resource group.
|Required for resource groups|
|External||Y to indicate external resource, N or blank for an internal resource||Additional|
|Notes||Notes about the resource||Additional|
Format: Role,Resource name,group size,email,external,notes
Named Resource Example Data
Project Manager,Fred Smith,0,email@example.com,N,Notes about Fred
Resource Group (with role) - Example Data
QA,External Consultants,5,firstname.lastname@example.org,Y,Notes about the group
Resource Group (no role) - Example Data
,External Consultants,5,email@example.com,Y,Notes about the group