Using the Hours and Rate Adjustments CSV file, you can add a batch of hours and rates adjustments for a property.  Is it for a property

What is the title of the spreadsheet that we will provide for customers? Is it "import_hra.csv"?

Process for importing hours and rate adjustments

Follow the steps below to add hours and rates adjustments to the CSV file and import the file to 

1. (Optional) Export T&A Codes.
2. Complete the CSV file.
3. Import the CSV file.

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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 import file to import. 

To export the T&A Codes screen:

I wrote a new topic on Exporting T&A Codes and used the Excerpt Include macro to reuse the content.

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2. Complete the CSV file

1. Open the Import Hours and Rate Adjustment CSV file. Who should users contact to get the CSV file?

2. Enter In the worksheet, enter each adjustment in a separate row. For each adjustment, complete the fields as necessary.
   Fields in the Hours and Rate Adjustment CSV file

   Field	Description	Notes
   Start Date	Date on which the adjustments begins.	REQUIRED. Format: MM//DD/YYYY
   End Date	Date on which the adjustments ends.	REQUIRED. Format: MM//DD/YYYY
   Reconcile Code	Reconcile code (or T&A Code) configured for the job class. 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 name of the job.
   Amount	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	REQUIRED.
   Notes	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.

3. Save the file to your computer.

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3. Import the CSV file

1. In the toolbar, click the Main Menu icon (  ).
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 Adjust 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 from your computer.
7. Click Open.
   The Import File field updates with the selected file name.
8. Click Add.
9. Click Save (  ). Are these last two steps necessary?
10. Click Refresh (  ).
    The screen updates and displays your imported adjustments.

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