Roles Property Import Fields
Part of successfully importing items/objects into PSA is the PSA Microsoft Excel Import template (in .xlsx), which contains the necessary predefined tabs which allow you to specify the item/object properties to import.
Click here to view the article detailing how to import items/objects using Excel.
PSA Microsoft Excel Import Template: Roles sheet
This article is designed to facilitate the smooth import of Roles into PSA using the Excel Import Template (.xlsx). It outlines the available fields, offering administrators concise descriptions to populate their Excel templates effectively. This resource aims to simplify the process, ensuring seamless Roles imports.
Let us delve into the key fields and empower you to efficiently transfer your Roles data into PSA.
Caution: Please be advised that it is recommended to fill all fields, even if no changes are intended. Leaving fields blank may result in some values reverting to their default settings.
| Roles Property Import Fields | Definitions |
|---|---|
| Tenrox_Excel_Process_Status | Import status (populated by the system after the project import is processed) |
| UniqueId | - Upon Creation: The Unique ID of a new Role is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Milestones being updated must be entered by you, ensuring it matches the one initially generated by the system during the initial import. For further details on how to extract this Unique ID refer to Create a Report to View Unique Ids. Note: Do not edit this column if you are creating a new Task using Excel Import. |
| Name* | This is the Name of the Role (required field). |
| Id | This is the Id of the Role. |
| Role_Type* | This is the Role Type of the Role. The Key of the Role type must be entered
(required field). Note: You can retrieve existing Role Type Keys by going to Setup > Organization > System > System Tables > Role Types. |
| Resource_Group* | This is the Resource Group of the Role (required field). |
| Calendar* | This is the Calendar associated to the Role (required field). |
| Is_Suspended | This defines whether the Role is suspended or not. Note: Enter 1/0 for Yes/No. |
| Description | This is the Description of the Role. |
| Forecasted_Cost_Rate | This is the Forecasted Hourly Cost Rate of the Role in Base Currency. Note: Will be set to 0, if no value is entered, |
| Forecasted_Billing_Rate | This is the Forecasted Hourly Billing Rate of the Role in Base Currency. Note: Will be set to 0, if no value is entered, |