A fast way to create new project roles in bulk is to import from a spreadsheet.

Step 1 - Prerequisites

• You must be an admin to import time log files
• File type must be .CSV, .XLS or .XLSX and not be password protected
• Recommend Excel 2010 or higher (Windows) or Excel 2011 or higher (Mac)
• Spreadsheet columns or fields (required in bold):
• Role Name
• Standard Rate (hourly billing rate; do not include currency symbol)

Download sample file for demonstration purposes (i.e. not intended to be imported into your account).

Step 2 - Import File

• Go to Import From Excel / CSV
• Drag-and-drop file to pre-process. You can also click "Roles" to open file selection dialog.
• Confirm if your file has a header, as well as how many rows the header takes-up
• Match or map columns to Roadmap fields
• Click Import button to
• System will display notification in the upper-right corner when import is complete. Click the notification to verify that all records were successfully imported.

Step 3 - Correct Failed Records (if necessary)

• If the "Records Failed" column is > 0, click on the name of the imported file
• System will provide the row number and error details for each failed record
• Correct the failed records
• Important: Delete all successfully imported records BEFORE re-importing to avoid duplicate entries
• Re-import the corrected file