Contents of Imports Form

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).