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

Process for importing hours and rates adjustments

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

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:

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

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 Rates Adjustment CSV import file. 

To export the T&A Codes screen:

  1. In the toolbar, click the System Setup icon (  ).
  2. From the drop-down list, select Time & Attendance > T & A Codes.
    The T & A Codes screen appears.
  3. If necessary, click the Filter icon (  ) and select the types of codes to display on the screen.
  4. Click Export.
    A dialog box appears. The message asks whether you would like to export assignments.
  5. Click No.
  6. Select the destination folder for the exported file.
  7. Click Open.
    A dialog box appears to confirm that your file was exported successfully.
  8. Click OK.
    The dialog box closes.

2. Complete the CSV files

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.

  1. Open the Import Hours and Rates Adjustment CSV file.
    Click here to open the Import Hours and Rates Adjustment CSV file.

    Note: If you are unable to open the file or have any problems completing the file, contact your UniFocus Partner Relationship Manager.

  2. In the worksheet, enter each adjustment in a separate row. For each adjustment, complete the fields as necessary.

     Fields in the Import Hours and Rate Adjustment CSV file

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  3. Save the file to your computer as a CSV file.

3. Import the CSV file

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.

  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 (  ). 
    The screen updates and displays your imported adjustments.
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