Importing a Resources File

1. Go to Admin - Import / Export

2. Select Resources from the Data to Import dropdown

3. Download the Resources Data Template

4. Copy and Paste your data into the Resources Data Template

a) Resource File Name

b) Resource File Description - Description of the file, not the resource

c) Rate File Name - Rate File resource uses

d) Resource ID - Resource Code

e) Resource Description 

f) Resource Type - One of 3 values; labor, nonlabor, or travel

5. Save your file

6. Choose your file from the Import tab

7. Ensure columns were mapped correctly

8. Import!