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      Bulk Uploading Resource Allocation Percentages in Keka

      Keka now allows you to efficiently manage resource allocation across multiple projects and clients by bulk uploading resource allocation percentages through the 'Import Project Resources' feature.

       

      Benefits of Bulk Uploading Resource Allocation Percentages

      • Increased efficiency: Saves time and effort by allowing bulk updates of resource allocation percentages.
      • Improved accuracy: Reduces the risk of errors associated with manual data entry.
      • Better resource management: Enables more precise allocation of resources across projects.
      • Enhanced project planning: Supports effective project planning by providing accurate resource availability data.

      Steps to Configure:

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

       

       

      Import Projects Resources screen will appear. Click on Upload Excel file.

       

       

       

      Now in Excel file, update the Allocation percentage for project resources.

       

       

      To manage the resource allocation settings for Keka PSA.

      Click Here: Managing resource allocation settings for Keka PSA