| Overview of Portfolio PMC Control Panel | Overview of Resource Management |
|---|
With User Profile Import in PM Central, you can map and import users and their profiles, in bulk from the SharePoint User Profile Database to the Enterprise Resource Pool (ERP).
When using User Profiles Import keep in mind:
-
You must configure a Search Service application on the SharePoint server for the User Profiles Import utility to successfully search existing user profiles on SharePoint Server 2010. If the User Profiles Import Utility is unable to find users, verify that you are able to find the same users in a Search Center site before contacting Bamboo Support.
-
Information will be copied from the SharePoint User Profile Database
For more information, including links to instructions on how to configure a Search service application, see this article
| Step | Action |
|---|---|
| 1. | From the PM Central Control Panel on the Portfolio site, click Resource Management to access the Resource Center.  |
| 2. | Click User Profiles Import tab to access the tool |
| 3. |
Enter the desired criteria in some or all of the Search fields, then click Search
|
| 4. | From the search results, select the users you want to import into the Enterprise Resource Pool, or click the top checkbox to Select All |
| 5. | Click Import User Profiles. User information will be imported into the ERP using the defined field mappings. |
