The resource roles export produces an Excel file with the data. If you want to import resource role data from another software tool into EVMax, you can use the EVMax export file as a model to build the data extract from the other tool.
You can use the resource role export and import options to create the resource role data. For example, you could enter an initial set of resource role data, export that data, and use Excel functions to copy, add, and edit the rows. Once you have produced the resource role data, you can import the data into EVMax.
Select Project Data > Roles in the Navigation Menu. The Manage Roles tab window displays. The bottom pane displays the list of defined resource roles.
Click Export in the Ribbon Menu.
Navigate to the directory where you want to save your export file, enter a file name, and click Save. The file is saved as a Microsoft Excel file type (.xlsx or .xls). An export complete dialog box displays.
Click OK.
Optional. Open the Excel file to view the data export.
Implementation Tips