Import Resources for a Category

Import resources for a category from a tab-delimited file. Before importing resources, verify that the file follows the Resource import file specifications.

After importing the resources, you can edit their configurations as needed.

Import resources

  1. Select Configuration > Resources.

    A list of configured categories for which you can configure resources opens.

  2. Select the category for which you want to import resources.

    The Resources window opens and displays the active resources configured for the selected category.

  3. Select Import.

    The Import Resources window opens.

  4. Select the search icon.

    The Find Resource Import File window opens.

  5. Browse to and select the import file.

  6. In Rate Schedule, select the rate schedule that applies to the imported resources.

  7. Select Import.

    A confirmation message displays the number of resources that will be imported.

  8. When prompted, select Yes to confirm the import.

  9. Select OK.