Bulk Imports
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      3. Bulk Imports

      Bulk Update Resource Allocations in Keka

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

      Effortless Project Resource Allocation Updates via Bulk Import

      Managing resource allocations across projects just got easier! Keka’s Bulk Import feature allows admins to update key resource details for multiple employees in one go. No more manual edits—just a simple file upload to streamline the process.

       

      What’s New?

      This feature is designed to make resource management scalable and efficient. Here's how it can help:

      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.

       

      Why This Matters for Your Business

      • Save Time: Automate repetitive tasks and focus on strategic priorities.
      • Accuracy: Minimize errors in billing, reporting, and resource management.
      • Scalability: Easily manage updates across large teams or the entire organization.
      • Flexibility: Schedule updates to take effect exactly when needed, ensuring smooth transitions.

       

      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