Individual Imports

Which individual imports are available in the browser application depend on the modules your enterprise has activated. Each import has one or more required fields and other characteristics that are important to understand in order to import data successfully.

Related Topics:

  • Contacts Import Notes
    When you import contact information, the import process adds a new contact record in DPS for each contact in the .CSV file who does not already exist in DPS.
  • Opportunities Import Notes
    When you import opportunity information, the import process adds a new opportunity record in DPS for each opportunity in the .CSV file that does not already exist in DPS.
  • Employees Import Notes
    You can import this basic employee data into the DPS database. If the employee does not already exist in DPS, he or she is added. After you add the employee, you can use other import processes or APIs to bring in skills, credentials, education information, and citizenship information for the employee.
  • Employee Skills Import Notes
    You can import employee skills data into the DPS database.
  • Employee Education Import Notes
    You can import employee education data into the DPS database.
  • Employee Credentials Import Notes
    You can import employee credentials into the DPS database.
  • Employee Citizenship Import Notes
    You can import employee citizenship data into the DPS database.
  • Generic Resources Import Notes
    You can import generic resources into the DPS database. If the generic resource does not already exist in DPS, it is added.
  • Project Information Import Notes
    You can import data for each element of the work breakdown structure (WBS) for a project into the DPS database. If the WBS element does not already exist in DPS, it is added.
  • Project Assignments Import Notes
    You can import resource planning assignments for employees and projects into the DPS database.
  • Historical Labor Import Notes
    For comparison to planned hours and amounts, you can import the actual hours and amounts (both cost amounts and billing amounts) that your employees have charged to projects.
  • Historical Expenses Import Notes
    For comparison to planned cost and billing amounts for expenses, consultants, and units (survey crews or lab tests, for example), you can import the actual amounts that you have charged to projects.
  • Historical Overhead Import Notes
    For use in project planning, you can import the overhead amounts associated with imported historical labor. Without this data, profitability calculations will not be accurate.
  • Lists Import Notes
    You can import lists of standard values for fields that have drop-down lists for selecting entries.
  • Firms Import Notes
    When you import firm information, the import process adds a new firm record in DPS for each firm in the .CSV file that does not already exist in DPS.
  • Organizations Import Notes
    If you configured DPS for the variable organization structure, you can import your organizations.
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