Prepare Data for Import to the Resource Planning Tool

Required fields:

• Group Name
  The title of Resource Planning group. Hyphens (-) are accepted. Example: Kansas City

• Group ID
  The abbreviated group identifier. Example: KS

• Time Zone
  The time zone of the group location. Example: America/Chicago
  Additional Options:
  America/Chicago
  America/Los_Angeles
  America/New_York
  America/Denver
  Australia/Brisbane
  Australia/Sydney
  Australia/Adelaide
  Australia/Darwin
  Australia/Perth
  Pacific/Auckland

Optional fields:

• Address 1
  The address of the group location. Example: 1234 Main St

• Address 2
  The address of the group location. Example: Suite 320

• City/Town
  The city of the group location. Example: Kansas City

• State/Province
  The state abbreviation code of group location, formatted with all uppercase letters. Example: MO

• Postal Code
  The postal code of the group location (for US Customers). Example: 62113

• Country
  The country of the group location, formatted as a standard country code. Example: US

• Contact Name
  The name of the point of contact for the group. Example: John Smith

• Contact Phone Number
  The phone number for the group's point of contact.
  The format is +[country code]XXXXXXXXXX. Examples: +19135558225, or +6421345687.

• Contact Email
  The email address for the group's point of contact. Example: test@test.com

Required fields:

• Job Title Name
  The name of the job title. Hyphens (-) are accepted. Example: Apprentice

• Job Title ID
  The abbreviated job title identifier. Example: APP

• Group ID(s)
  The group(s) the job titles are a part of. The ID must match Group ID in the 'Group' tab exactly. Example: KS
  If there are more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA
  If the job title belongs to all groups, type 'All'. Example: All

Optional fields:

• Job Title Color
  The HEX value associated with the Job Title. Example: #FFA500

Required Fields:

• Tag Name
  The name of certification/training/badging tag. Hyphens (-) are accepted. Example: OSHA 30

• 5-Digit (Character) Identifier
  The abbreviated name of tag that can be easily identified on the Boards and List views. This field can support up to five (5) characters. Example: OSH30

• Group ID(s)
  The group(s) the tags are a part of. The ID must match Group ID in the 'Group' tab exactly. Example: KS
  If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA
  If the job title belongs to all groups, type 'All'. Example: All

• Does this Tag Expire? (Y/N)
  Whether or not the tag can expire, like a certification. Example: Y

Optional Fields:

• Tag Color (HEX value)
  The HEX value associated with the tag. Example: #FFA500

• # of Days Warning
  If this tag expires, a warning period (in days) can be set to notify users about expiring tags. Example: 60

• Categories
  The name of the tag category the tag belongs to. Example: Safety.
  If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: Safety|Badging

Required fields:

• Category Name
  The category names that are used to organize tags. Example: Safety

Required fields:

• First Name
  The first name of employee. Hyphens (-) and apostrophes (') are accepted. Example: John

• Last Name
  The last name of the employee. Example: Smith

• Group ID(s) Available To
  Which groups the employees should be visible. The ID must match Group ID in the 'Group' tab exactly. Example: KS
  If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA
  If the job title belongs to all groups, type 'All'. Example: All

• Status (active/inactive)
  The current status of the employee. Example: active

• Assignable (Y)
  All employees must be added as assignable in the data upload. After the data upload is complete, you can update this in the Resource Planning tool. Example: Y

• Employee ID
  The employee's ID number. Example: B18283

Optional Fields:

• Job Title ID
  The job title ID of the employee. The ID must match the Job Title ID exactly. Example: APP

• Date of Hire (MM/DD/YYYY)
  The date the employee was hired. Example: 01/26/2016

• Hourly Wage (XX or XX.XX)
  The employee's hourly rate. Example: 25.50

• Mobile Phone
  The employee's mobile number.
  The format is +[country code]XXXXXXXXXX. Examples: +19135558225, or +6421345687.

• Can Receive SMS (Y/N)
  Whether the employee should receive alerts and messages via SMS. Example: Y

• Email
  The employee's email address. Example: test@test.com

• Can Receive Email (Y/N)
  Whether the employee should receive alerts and messages via email. Example: Y

• Address 1
  The employee's address. This is required for the employee to appear on the Resource Planning map. Example: 1234 Main St

• Address 2
  The employee's address. Example: Suite 320

• City/Town
  The employee's city. This is required for the employee to appear on the Resource Planning map. Example: Kansas City

• State/Province
  The employee's state abbreviation code, formatted with all uppercase letters. This is required for the employee to appear on the Resource Planning map. Example: MO

• Postal Code
  The employee's postal code (for US Customers). This is required for the employee to appear on the Resource Planning map. Example: 62113

• Country
  The employee's country, formatted as a standard country code. Example: US

• Date of Birth (MM/DD/YYYY)
  The employee's date of birth. Example: 01/26/1980

• Gender (M/F)
  The employee's gender. Example: M

• Emergency Contact Name
  The name of the employee's emergency contact. Example: Jane Smith

• Emergency Contact Relationship
  The relationship between the employee and their emergency contact. Example: Spouse

• Emergency Contact Phone Number
  The phone number of the employee's emergency contact.
  The format is +[country code]XXXXXXXXXX. Examples: +19135558225, or +6421345687.

• Emergency Contact Email
  The email address for the employee's emergency contact. Example: test@test.com

Required fields:

• Project Name
  The name of project. Hyphens, apostrophes, ampersand and periods are accepted. Example: Acme Stadium

• Group ID(s)
  The group(s) the projects are a part of. The ID must match Group ID in the 'Group' tab exactly. Example: KS
  If there is more than one group, each group must be separated by a pipe (|) with no spaces. Example: KC|LA
  If the job title belongs to all groups, type 'All'. Example: All

• Status (active, pending, inactive)
  The status of the project. Example: active.

• Project Number
  The tracking number for the project. Hyphens (-) accepted. Example: AC2997

Optional fields:

• Project Color (HEX value)
  The HEX value associated with the Job Title. Example: #FFA500

• Address 1
  The job site's address. This is required for the project to appear on the Resource Planning map. Example: 1234 Main St

• Address 2
  The job site's address. Example: Suite 320

• City/Town
  The job site's city.This is required for the project to appear on the Resource Planning map. Example: Kansas City

• State/Province
  The job site's state abbreviation code, formatted with all uppercase letters. This is required for the project to appear on the Resource Planning map. Example: MO

• Postal Code
  The job site's postal code (for US Customers). This is required for the project to appear on the Resource Planning map. Example: 62113

• Country
  The job site's country, formatted as a standard country code. Example: US

• Time Zone
  The time zone of job site. Example: America/Chicago
  Additional Options:
  America/Chicago
  America/Los_Angeles
  America/New_York
  America/Denver
  Australia/Brisbane
  Australia/Sydney
  Australia/Adelaide
  Australia/Darwin
  Australia/Perth
  Pacific/Auckland

• Default Daily Start Time (XX:XX AM/PM)
  The default time assignments start on this project. Example: 07:00 AM

• Default Daily Stop Time (XX:XX AM/PM)
  The default time assignments stop on this project. Example: 03:30 PM

• Estimated Start Date* (MM/DD/YYYY)
  The estimated start date of the project. Example: 02/22/2021

• Estimated End Date (MM/DD/YYYY)
  The estimated end date date of the project. Example: 08/25/2025

• Average Hourly Bid Rate (XX or XX.XX)
  The the estimated average hourly rate? Example: 25.10

• Percentage Complete
  Current percentage complete of the project. Example: 95

• Customer
  The customer of the project. Example: ACME Construction Co

• Project Type
  The type of project. Example: Commercial