Bulk Update Resource Allocations in Keka

Easily update bill rates, billing roles, allocation percentages, and effective dates for multiple employees in a single step

Keka's bulk import feature allows you to efficiently update project resource allocations, including billing rates, roles, and allocation percentages. This feature saves time by enabling you to make multiple updates at once, reducing manual work and the risk of errors. It’s especially useful for handling appraisal cycles or large-scale updates, ensuring smooth transitions and accurate billing and reporting.

Key Features

1. Update Bill Rates:

   • Adjust employee billing rates seamlessly to reflect salary hikes or appraisals.
   • Ensure accurate billing across all projects.

2. Modify Billing Roles:

   • Quickly apply role changes, promotions, or added responsibilities.
   • Keep billing aligned with updated roles.

3. Change Allocation Percentages:

   • Reallocate employee time across projects with ease.
   • Manage workload distribution more effectively.

4. Set Effective Dates:

   • Specify when updates should take effect for smooth transitions.
   • Ensure changes are reflected accurately in reports and billing.

How to Use the Bulk Import Feature

Follow these simple steps to update resource allocations:

1. Navigate to Projects > Bulk Import > Update Project Resource Allocations.
   
   
   
   
2. Download the Template File:
   • Get the pre-formatted template to ensure data accuracy.
     
     
     
     
3. Fill in the Details:
   • Enter updated information for:
     • Bill Rates
     • Billing Roles
     • Allocation Percentages
     • Effective From Dates
4. Upload the File:
   • Upload the completed file.
   • The system will instantly process the changes and apply them as specified.
     
     

Use Case: Appraisal Cycle Updates

During appraisal cycles, managing resource updates can be time-consuming. Here's how this feature simplifies the process:

• Before: Manually updating each resource’s rates, roles, and allocations.
• Now:
  • Upload a single file with all updates in one go.
  • The system automatically applies the changes from the specified "Effective From" date, ensuring seamless billing and accurate reports.

Ready to streamline resource management? Head to the Bulk Import section and start updating your project resource allocations with ease!

For additional insights on utilizing the bulk import feature for projects and clients, please click here to explore further. Bulk Importing Clients and Projects