Understanding key concepts, components, and procedures will help you enter or import employee information more efficiently.
Related topics:
Importing Employees from a .CSV File
When you first implement
Deltek CRM and any other time when you need to add multiple employees, you can often accomplish that more quickly and efficiently if you export the information from the application in which you maintain employee information into a .CSV (comma-separated values) file and import it from that file into
Deltek CRM.
Employees, Users, and Product Licensing
Licensing for the Resource Planning module is based on the total number of active and inactive employees set up in
Deltek CRM. Licensing for the CRM module is based on the number of employees who are set up as users of the Business Development workspace.