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Tip: 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. |
Open the Import Hours and Rates Adjustment CSV file.
Click here to open the Import Hours and Rates Adjustment CSV file.Info icon false Note: If you are unable to open the file or have any problems completing the file, contact your UniFocus Partner Relationship Manager.
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 fileField 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. - Save the file to your computer. As a CSV.
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Tip: UniFocus recommends that you first import a CSV file that includes only your average rate adjustments, then you import 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. |
- In the toolbar, click the Main Menu icon (
). - From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab. - In the Adjust Hours and Rates row, click Update.
The Adjust Hours and Rates screen appears. - Click Related Tasks and select Import Adjustments from the drop-down list.
The Add New Adjustment dialog box appears. - Click Browse.
- Select the file from your computer.
- Click Open.
The Import File field updates with the selected file name. - Click Add.
- Click Save (
). Are these last two steps necessary? Necessary - Yes - Click Refresh (
).
The screen updates and displays your imported adjustments. Not necessary. If they do this before saving, they will lose data as the refresh goes back to the database and get the information stored in the database, not the local application.
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