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Follow the steps below to add hours and rates adjustments to the CSV file and import the file to
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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.
Expand title Fields in the Import Hours and Rate Adjustment CSV fileClick here for field descriptions. Include Page Import Hours and Rate Adjustment CSV file Import Hours and Rate Adjustment CSV file - Save the file to your computer as a CSV file.
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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 above for more information. |
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