You can use the import wizard to import your named resources and resource groups


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.



Simply paste the data to be imported into the import wizard.



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.



Notes

  • 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).



Import format


Simple

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


QA,Team Alpha,5



Resource Group (no role) Example Data


,External Consultants,5




Additional


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.


FieldMeaning
RoleRole nameOptional for resource groups
Resource nameResource name / group nameRequired
Team sizeMust 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
EmailEmail addressAdditional
ExternalY to indicate external resource, N or blank for an internal resourceAdditional
NotesNotes about the resourceAdditional


Format: Role,Resource name,group size,email,external,notes 



Named Resource Example Data


Project Manager,Fred Smith,0,fred@kelloo.com,N,Notes about Fred



Resource Group (with role) - Example Data


QA,External Consultants,5,bill@kelloo.com,Y,Notes about the group



Resource Group (no role) - Example Data


,External Consultants,5,bill@kelloo.com,Y,Notes about the group