Import Resource Data from Microsoft Excel

You can import resources into the application from a Microsoft Excel (.xls or .xlsx) file. After downloading the import template, follow the instructions to create or update resources in the spreadsheet. The import will fail if there are any invalid values in the spreadsheet. You can download the spreadsheet file to view and fix the errors indicated in the error column at the end of each worksheet, and then import the file again.

You must have sufficient privileges to perform this task.

To import resources from Microsoft Excel:

1. Navigate to the workspace or project resources page
   1. In the object selector, select  Workspace or ﱆ Project, and then select View Workspaces List or View Projects List. Select a workspace name or project name.
   2. From the  Main Menu, select  Resources, and then select Resource List.
2. Select the Actions  menu, and then select Import.
3. In the Import Resources dialog box, select  Browse, select a file, and select Import.