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Importing Resource Plan

Hi,

  In the Resource Planning view, I'm trying to add resources and allocate them hours on a weekly basis. I am doing it manually by sequentially adding a resource & assigning him hours. 

 Is there a way to import this data ? Something like, an excel has resource names & weekly assignment in hrs against them and when I import it, the resource names & corresponding data appears in the resource planning view ?

 

Regards,
Nishant

 

Nishant Kumar Answered

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I believe you can do this with the Data Loader tool. I would recommend reaching out to your Clarizen PS Consultant to help you build the template for import.

Josh Santos 0 votes