Bulk import resources

Use Bulk Import to add multiple resources to your proposal at once. Alternatively, you can add resources to PBS elements one by one, but you'll save more time with Bulk Import.

  1. On the Estimates page, select a PBS element. If it has resources already, they will appear in the grid to right.
  2. Above the PBS or the grid, click Add > Bulk Import > Resources.
  3. To upload data from an edited template file:
    1. Click Download Bulk Edit Template > New Template or Bulk-Edit Template. A new template provides column header names, but no data. A bulk-edit template contains existing data in the columns.
    2. Open the template file on your computer, enter new data or edit the existing data, then save the file.
    3. Expand Upload File. Click Select a file, then select your updated template file.
  4. To enter data directly in the Import Resources window, expand Copy/Paste to Grid. Type or paste the data for each item in a separate row.
    • An asterisk in a column name means that it is required.
    • If you're unsure what to enter, see the following table to learn more.
  5. Select one of the Duplicate Options. This determines what happens if BOE Pro already contains the data you are importing.
    • Skip: The duplicate data is skipped. It is not added to the proposal.
    • Override: The duplicate data overrides the existing data.
    • Replace All: All data in the template replaces all existing data.
  6. To preview your changes before importing, click Preview. (Optional)
  7. Click Import from file.
WBS* Select the PBS element that the resource will be added to.
Resource ID* Enter a unique name for the resource.
Resource*

Select a resource from the proposal's direct rate table.

If you enable the Resource Code Mapping feature in the proposal settings, the Resource Code columns appear instead.
Resource Codes Select a resource code value that represents the desired resource. The code value will fill in the remaining resource information.

If you enable the Resource Code Mapping feature in the proposal settings, any resource codes appear as separate columns. These columns replace the Resource column.
Indirect Pool Select an indirect pool for the resource from the proposal's indirect rate table.
Accounting Calendar Select an accounting calendar for the resource. This will override the proposal’s accounting calendar and its default accounting hours per month.
Resource Fields Any external resource fields or custom resource fields in your proposal appear as separate columns. Use them to enter additional information about the resource.