Streamline Resource Allocation with Bulk Upload Feature

Optimize resource allocation with the bulk upload feature by saving time, reduce errors, and ensure accurate resource distribution for efficient project management

Keka PSA's bulk upload feature simplifies resource allocation management across multiple projects and clients. With this tool, you can efficiently update resource allocation percentages, saving time and minimizing manual errors. It ensures precise resource distribution, enhancing both project planning and overall resource management, while maintaining accuracy and improving workflow efficiency.

Steps to Bulk Upload Resource Allocation Percentages

1. Access Bulk Import: 

   Go to Projects and select the Import Project Resources under Bulk Import section.

    

   

    

2. Upload Excel File: Click "Upload Excel File" to import your resource allocation data.
   
   

   

    

3. Update Allocations: In the Excel file, modify the allocation percentages for the desired resources.

To manage the resource allocation settings for Keka PSA.

Click Here: Managing resource allocation settings for Keka PSA