Financial

Budgeting

Improved CSV file and process for batch-importing hours and rates adjustments  (16414)

Version 9.09.01 introduced an Import Hours and Rates Adjustments CSV file that budgeting managers could use to add a batch of hours and rates adjustments for a property. This release offers the following improvements to that CSV file and to the processes of batch-importing hours and rates adjustments:

• Accessing the CSV file—The previous version of the document was not available in the software. Users had to download the file from the online help page (Importing your and rate adjustments) or ask their Partner Relationship Manager (PRM) for the document. The renamed Adjustments Template file is now available for export in the Budgeting module. 

• Completing the CSV file—The previous version of the CSV file was a blank template that contained only column headings. Users had to export a separate CSV file of T&A Codes so that they could manually enter the information in the Import Hours and Rates Adjustments CSV. The improved Adjustments Template file now populates the spreadsheet with every job class line that is linked to a budget line at the property. Additionally, the top three lines of the worksheet contain sample entries. With this improvement, there is no need to export the T&A Codes CSV file. Users can directly edit each line of the Adjustments Template and, if necessary, copy and paste information into a newly inserted row for additional adjustments to a job.

  An apostrophe appears in front of each Reconcile Code in the exported CSV file. Do not remove the apostrophe in front of the codes. Just copy and paste the Reconcile Code and the Job Name as they are to another line if you need to make another adjustment for a job. Also, do not double-click in any of the populated Reconcile Code cells; doing so will remove the leading apostrophe and change the code.

For more information, see Importing hours and rates adjustments - version 9.14 and later.