Use the options on this form to import data from .CSV (comma-separated values) files to quickly and efficiently add multiple records to
DPS.
Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import processes using a different device, such as a laptop or an Android tablet. If you are using an iOS device, the options on this form are disabled.
You can only create new records using a .CSV import if your security access rights allow you to add that type of record.
Contents
When you click one of the links described below, you then select the .CSV file and map fields in the .CSV file to fields in
DPS before starting the import process.
The import options from this list that actually display in your implementation of
DPS depend on your system configuration.
Business Development
| Field | Description |
|---|
| Contacts
|
Import
contacts.
|
| Opportunities
|
Import
opportunities.
|
Employees
| Field | Description |
|---|
| Employees
|
Import
employees.
|
| Employee Skills
|
Import skills information for individual
employees.
|
| Employee Education
|
Import education information for individual
employees.
|
| Employee Credentials
|
Import
employees' professional credentials.
|
| Employee Citizenship
|
Import citizenship information for individual
employees.
|
| Generic Resources
|
Import generic resources for resource planning or
project planning.
|
Resource Planning
| Field | Description |
|---|
| Project Information
|
Import
projects so you can enter plans for them.
|
| Project Assignments
|
Import resource assignments for
projects.
|
| Historical Expenses
|
Import the actual cost and billing amounts for expense,
consultant, and
unit (survey crews or lab tests, for example) transactions that you have charged to
projects to provide comparisons of planned to actual amounts, and to calculate
JTD and
estimate-at-completion (EAC) values for use in
project planning.
|
| Historical Labor
|
Import the actual work hours, cost amounts, and billing amounts charged to
projects to provide comparisons of planned to actual hours and amounts, and to calculate
JTD and
estimate-at-completion (EAC) values for use in
project planning.
|
| Historical Overhead
|
Import the overhead amounts associated with imported historical labor for use in
project planning.
|
Other
| Field | Description |
|---|
| Lists
|
Import lists of standard values for fields that have drop-down lists for selecting entries.
|
| Firms
|
Import
firms with which you do business:
clients,
vendors, subcontractors, government agencies, competitors.
|
| Organizations
|
Import
organizations (only if
DPS is configured for a variable
organization structure).
|
