Page Comparison

tkUsing the Hours and Rate Adjustments CSV file, you can add a batch of adjustments for property. 

Process for importing hours and rate adjustments

1. (Optional) Export T&A Codes.
2. Complete spreadsheet
3. Upload CSV file

...

1. the CSV file.
2. Import the CSV file.

Anchor
export-ta-codes export-ta-codes

1. Export T&A Codes

Although exporting the T&A Codes is an optional step, it will help you avoid mistakes when entering values in the Hours and Rate Adjustment CSV file to import. 

To export the T&A Codes screen:

Completing the CSV file

W

...

Anchor
complete-csv-file complete-csv-file

2. Complete the CSV file

...

1. In the toolbar, click the Main Menu icon ( Image Removed ).
2. From the drop-down list, under the Financial section, select Budgeting.
   The Budgeting screen appears in a separate tab.
3. In the Adjust Hours and Rates row, click Update.
   The Hours and Rates screen appears.
4. Click Related Tasks and select Import Adjustments from the drop-down list.
   The Add New Adjustment dialog box appears.
5. Click Browse.
6. Select the file.
7. Click Open.
   The Import File field updates with the selected file.
8. Click Add.
9. Click Save ( Image Removed ).
10. Click Refresh ( Image Removed ).
    The 

...

Info
icon false
Note: UniFocus recommends that you first complete a CSV file that includes only your average rate adjustments, then you complete another CSV file that contains hours and rate adjustments that are not average rate adjustments. The first file contains only adjustments for which Y (Yes) is selected for Job Rate Override; the second file contains only adjustments for which N (No) is selected for Job Rate Override. See the field description table below for more information

1. Open the Import Hours and Rate Adjustment CSV file.

2. Complete the fields as necessary.
   Fields in the Hours and Rate Adjustment CSV file

   Field	Description	Notes
   Start Date

...

1. Date on which the adjustments begins.	REQUIRED.
   End Date

...

1. Date on which the adjustments ends.	REQUIRED.
   Reconcile Code

...

1. T&A Code for the job. Tip Tip: Copy and paste the Reconcile Code from the exported T&A Codes file.	REQUIRED.
   Job Name	Name of the job to which the adjustment is applied Tip Tip: Copy and paste the Assignment from the exported T&A Codes file.	REQUIRED. You must enter the full path

...

1. name of the job.

   Amount

...

1. Amount for the adjustment. The number can be for either dollar values or hours.	REQUIRED. Numeric only. You can enter positive or negative values.
   Adjustment Type (R, H, OT)	Enter the type of adjustment: RAT—Rate adjustment HRS—Hours adjustment OT—Overtime Adjustment	REQUIRED.
   Description	A brief description of the adjustment. Examples: New Rate Remove Vacation Rate Increase

...

1. Notes

...

1. A note about the adjustment.
   Job Rate Override (Y/N)	Yes (Y) or No (N)—the amount will override the average rate for the job in the selected date range. Options include: Y—Yes. The entered amount will override the average rate for the job in the selected date range. If you select Y, you must include all dates in each period to which you applying a new average rate. You cannot apply it to a partial period. N—No. The entered amount is not a job rate adjustment; it is a date range adjustment.	REQUIRED.

2. Save the file to your computer.

Anchor
import-csv-file import-csv-file

3. Import the CSV file

1. In the toolbar, click the Main Menu icon ( Image Added 

...

...

1. ).
2. From the drop-down list, under the Financial section, select Budgeting.
   The Budgeting screen appears in a separate tab.
3. In the Adjust Hours and Rates row, click Update.
   The Hours and Rates screen appears.
4. Click Related Tasks and select Import Adjustments from the drop-down list.
   The Add New Adjustment dialog box appears.
5. Click Browse.
6. Select the file.
7. Click Open.
   The Import File field updates with the selected file.
8. Click Add.
9. Click Save ( Image Added ).
10. Click Refresh ( Image Added ).
    The screen updates and displays your imported adjustments.