Import Resource Roles

  • 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.
  1. Select Project Data > Roles in the Navigation Menu. The Manage Roles tab window displays. The bottom pane displays the list of defined resource roles.
  2. Click Import in the Ribbon Menu.

  3. Navigate to the file you want to import, select the file and click Open. The import process compares the existing resource role data to the data to be imported and displays the results in the Import tab window. Notice the Import Row check box and Import Status columns for each rate row. The Import Status column may be set to "Insert", "Update", or "No Change" for each row depending on the content of data to be imported.

    Tips:

    The resource roles data does not change until you click Import, so you have an opportunity to scan the columns and rows for any potential errors or unexpected content. You can change the Import Row check box setting to exclude rows you don't want to import. Or, cancel the process and make corrections to the file before you import the data.

    Notice the Back option in the Import tab window. Clicking Back displays a Mapping tab window. For each resource role Required Column, map it to the applicable import File Column from the dropdown. Once you move to the Mapping tab, you must complete the mapping. Click Next to move back to the Import tab window.

  4. Click Import. An Import Complete dialog box displays.
  5. Click OK.
  6. Optional. Close the Manage Roles tab.