Importing Resource Roles

A resource role is a way of grouping resources by skills, by cost, by security roles, by position titles, or by functional roles within your organization. Such as developers with C++ skills, technical writers that can create programming samples in C#, or project managers with agile and/or scrum experience. Resource roles should be created so that they accurately reflect two things:

You can use the template to import resource role data. Each row on the Resource Roles tab of the template represents a resource role that you want to import. Each column on the Resource Roles tab represents an attribute (required or optional) that is used to define where the imported resource role will be placed in the enterprise resource pool, what it's name will be, and so on.

The Resource Roles tab has the following columns:
Column Description
Import Required. Values: True, False. Set this column to True to import the data contained in the row.
Role Name Required. The name of the resource role. This must be a unique name.
Description Optional. The description of the resource role.
Rate Required. The rate per-hour of the resource role that is being imported. This should be entered as a per-hour rate (with the default currency used by your organization implied). For example, if you are using United States dollars, then if you enter 10, that will be imported as $10 per hour.
Rate Effective Date Required. The date the rate becomes effective for the resource role that is being imported. This should be entered as day/month/year. For example, to import June 04, 2008, enter 04/06/2008.