Import Project Assignments from a .CSV File

To import resource assignments to projects into Deltek Resource Planning from a .CSV (comma-separated values) file rather than entering them individually, click Project Assignments on the Imports tab in the Integrations & Imports area of the Configuration workspace.

Prerequisites:
  • Before you start this procedure, you must generate a .CSV file containing the project assignments that you want to import. A common practice is to download assignment information to Microsoft® Excel® and save the spreadsheet as a .CSV file.
  • Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import process using a different device, such as a laptop or an Android tablet. If you are using an iOS device, the import option is disabled on the Imports tab in the Integrations & Imports area.
To import project assignments into Deltek Resource Planning from a .CSV file, complete the following steps:
  1. In the Configuration workspace, click on the left edge of the Deltek Resource Planning page to go to the Integrations & Imports area.
  2. Click the Imports tab.
  3. Click Project Assignments.
  4. On the Import Project Assignments From CSV dialog box, click Browse, navigate to and select the .CSV file, and click Open.
  5. Click Next. The Import Project Assignments From CSV dialog box displays a list of fields from your .CSV file and a default mapping to project assignment fields in Deltek Resource Planning. If Do not import displays in DELTEK FIELD, Deltek Resource Planning was unable to determine how to map that .CSV field.
  6. Do one of the following:
    • Select Do not import duplicate records if you do not want to import any information for an assignment record that already exists in Deltek Resource Planning.
    • Select Update duplicate records if you want the import process to update an existing assignment record if a field in that record is blank or contains information that is different from information in the mapped field in the .CSV file.
  7. Review the default field mappings to verify that all fields in the .CSV file are mapped to the correct field in Deltek Resource Planning. If a default mapping is incorrect, click in DELTEK FIELD on that grid row and select the correct field. If Do not import displays in DELTEK FIELD and you want to import the data in that .CSV field, click in DELTEK FIELD and select the correct field. If the .CSV file contains fields that you do not want to import into Deltek Resource Planning, make sure that DELTEK FIELD contains Do not import for those fields. The import process only imports data from fields that you map to a Deltek field.
  8. To start the import process, click Import.

    Depending on the number of records to be imported, the import process can take a while. You can continue working in Deltek Resource Planning while you wait for it to finish.

    The import process does the following:
    • It adds records for project assignments that do not exist in Deltek Resource Planning.
    • If you selected Update duplicate records, it updates mapped fields in Deltek Resource Planning based on the information in the .CSV file for any project assignments that already exist in Deltek Resource Planning.
Parent Topic: How to...