Generic Staff Import Fields

You can import generic resource data into the Deltek CRM database. If the generic resource does not already exist in Deltek CRM, it is added.

Licensing

Licensing for the Resource Planning module establishes a limit on the number of active and inactive employees you can set up. (Terminated employees are not counted.) It also limits the number of generic resources to the same number. For example, if you license Deltek CRM for 100 employees, you also have a limit of 100 generic resources.

If you think you are approaching the limit set by your license, verify that new generic resources in the .CSV import file or that will be imported through the API will not cause you to exceed that limit.

Contents

Field	Description/Notes
Code Size: 20 characters Type: Varchar	(Required) Generic resource code. If no generic resource with a matching code exists in Deltek CRM, the import process creates a new generic resource record. If a generic resource with a matching code already exists in Deltek CRM and you select the Update duplicate records option, the import process updates fields in Deltek CRM for that generic resource based on the data in the .CSV file. If this field is blank, the record is not imported and an error message displays.
Name Size: 50 characters Type: Varchar	(Required) Generic resource name (for example, Engineer II). If this field is blank, the record is not imported and an error message displays.
Organization Size: 30 characters Type: Varchar	Organization ID. If your firm sets up organizations in Deltek CRM and you include a value in the organization field for a generic resource, it must match an existing organization ID exactly, and that organization ID must be at the lowest level of the organization structure. If an organization in this field does not match an existing organization in Deltek CRM, the record is imported without an organization, and a warning displays.
Labor Category Size: 10 characters Type: Varchar	Labor category code. If the labor category code does not match an existing labor category code in Deltek CRM, the record is imported without the labor category code, and a warning displays.
Status Size: See notes. Type: Varchar	Status code. Valid values are A (Active) and I (Inactive). If this field is blank for a new generic resource or contains an invalid value, the generic resource is assigned the Active status, and a warning displays.