Streamline Resource Allocation with Keka PSA's 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

Bulk Uploading Resource Allocation Percentages in Keka PSA

Keka PSA's bulk upload feature empowers you to streamline resource allocation across multiple projects and clients. By efficiently updating resource allocation percentages, you can save time, reduce errors, and ensure accurate resource distribution.

Benefits of Bulk Uploading

• Increased Efficiency: Save time and effort by avoiding manual data entry.
• Improved Accuracy: Minimize errors associated with manual updates.
• Better Resource Management: Ensure precise allocation of resources to projects.
• Enhanced Project Planning: Support effective project planning with accurate resource availability data.

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.

Conclusion:

Keka PSA's bulk upload feature provides a convenient and efficient way to manage resource allocation. By utilizing this feature, you can save time, reduce errors, and ensure accurate resource distribution for successful project management.

To manage the resource allocation settings for Keka PSA.

Click Here: Managing resource allocation settings for Keka PSA