Building Your Resource Pool and Classifications
- apavel6
- Sep 28
- 1 min read
Updated: 12 hours ago
How to Create Your Resource Pool
You can import and maintain your resource list using three methods:
Copy/Paste from Excel: Use the copy/paste import feature in the Resources tab.
API: Programmatically import and maintain the list using the UniPhi API.
Manual Entry: Create users one by one in the Resources tab.
Required Resource Fields
When importing or creating resources, the following fields are required at a minimum:
EmployeeNo / Contact ID: This is the critical key used for linking data. It is essential for importing timesheets, reconciling time, and importing resource plans .
Person Name
Person Email Address
Person Organisation (This is critical for JV/Partner invoicing).
How to Set Up Classifications (Grades)
You must also set up Resource Classifications (also known as Grades). This is how you will assign rates to groups of people.
Classifications can be set up using these methods:
Manual Entry: Navigate to Configuration > Resources > Classifications.
API: Programmatically create classifications using the UniPhi API
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