The Importing hours and rates adjustments page describes the process for exporting the Adjustments Template CSV files, completing the file, and then importing it into the Budgeting application. As recommended by UniFocus, you should have a file that contains only your average rate adjustments (that is, rate adjustments marked Y for the Job Rate Overrides) and another file that contains only hours and rate adjustments that are not average rate adjustments.

Time frames for overrides

When  When completing the CSV file that includes only your Job Rate Overrides, the time frame specified in the Start Date and End Date fields must define equal one of the following options (assuming that the standard calendar month is a financial period and the years is from year spans January through December):

• A complete financial period (or month)—1/1/YYYY – 1/31/YYYY, 2/1/YYYY – 2/28(9)/YYYY, 3/1/YYYY – 3/31/YYYY, …etc.

• A complete quarter—Q1 is 1/1/YYYY – 3/31/YYYY, Q2 is 4/1/YYYY – 6/30/YYYY, Q3 is 7/1/YYYY – 9/30/YYYY, Q4 is 10/1/YYYY – 12/31/YYYY.

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  title Click here for a table with financial quarters.
  Quarter Start Date End Date Q1 1/1/YYYY 3/31/YYYY Q2 4/1/YYYY 6/30/YYYY Q3 7/1/YYYY 9/30/YYYY Q4 10/1/YYYY 12/31/YYYY

  
  

• A complete year—1/1/YYYY – 12/31/YYYY.

Correct

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entries

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The image below shows rows in the spreadsheet populated with the correct entry types:

Incorrect entries

The image below shows rows in the spreadsheet populated with incorrect entry types:

Entering rate overrides in the Adjustments Template CSV file

As explained above, all rate override entries must be entered as complete periods, quarters, or years. This method works fine when your overrides fit into these time frames. For example, if you want to do a rate override for the entire year of 2020, you can use a single row in the spreadsheet.

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However, there are instances when you want to add an override for a time frame that does not meet the required criteria. In these instances, use separate records for each job—that is, use separate spreadsheet rows to segment the time into acceptable time frames. For example, if you want to do rate override for September 1, 2020 through the end of the year, you can accomplish it one of two ways:

The most efficient way would be to do the following:

1. Create one row that covers financial period 9: 9/1/2020 through 9/30/2020 (Job Rate Override = Y).
2. Create another row that covers the 4^th quarter: 10/1/2020 through 12/31/2020 (Job Rate Override = Y).

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The least efficient way would be to do the following:

1. Create one row that covers financial period 9: 9/1/2020 through 9/30/2020 (Job Rate Override = Y).
2. Create one row that covers financial period 10: 10/1/2020 through 10/31/2020 (Job Rate Override = Y).
3. Create one row that covers financial period 11: 11/1/2020 through 11/30/2020 (Job Rate Override = Y).
4. Create one row that covers financial period 12: 12/1/2020 through 12/31/2020 (Job Rate Override = Y).

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