The Replicon Import Add-in (RIA) is useful in many scenarios. Common uses include:
Use the Project import to add or update the project information fields. To add tasks, resource assignments, rate assignments, or allocations, you’ll need to use the following separate imports:
Once you’ve created a project, you can add tasks to it. Parent and child tasks must be imported using separate rows (or the parent must already exist in Replicon). The order of those rows doesn't matter. If you attempt to import a child task with no parent, the import will fail.
You can use the RIA ProjectResourceAssignment and TaskResourceAssignment templates to mass assign resources to projects or tasks using a single import. You can include multiple projects or tasks in a single spreadsheet, and assign as many resources as necessary.
The Department Name and Resource Placeholder fields are only relevant if you’re assigning a department or placeholder to the project or task. If you aren’t, leave those columns untouched.
The project or task you’re assigning users to must first exist in Replicon before you can use these templates.
In the Replicon application, if you create a new project, all resources added to the project are assigned the project rate by default. If you want to assign the user rate, you have to change the assignment user by user. Or, you can use RIA to speed up the process.
To change rate assignments using RIA:
All of the fields are required, so all fields are selected by default.
The Department Name and Resource Placeholder fields are only relevant if you’re updating rates for a department or a placeholder. If you aren’t, leave those columns untouched.
And in the dialog that displays, select which rates you’d like to assign.
Then click Assign Billing Rates.
The new rate or rates should now be added to the selected project resources in Replicon. Note, adding a rate doesn’t remove existing assignments, it just adds to them.
Refer to Editing data using RIA for more information on performing an update.
To mass import users, use the Users - Add import to add most fields. Then, if you need to associate the parameters listed below with a date in the future (for example, if you’re assigning two payroll rates with different start dates to a user), use the Add imports listed from Step 6 to 13 on the Import Dashboard:
These imports cover all user profile settings, except notifications, so you shouldn’t need to customize imported users’ settings much, if at all, once they’ve been imported.
You can also set up a custom template if you think you’ll be importing users with similar settings often.
If you’re moving timesheets from another system into Replicon, or have other historical timesheet data you need to add, you can use the timesheet Add templates in RIA to import timesheets in bulk.