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Following grid show all budget fields that are exported and description of their contents.
Note the grid order may differ from the actual export file column order

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Exported Fields	Description
Category	The category of the expense. May contains either OPEX - operating expense SALARY - position CAPEX - capital expenditure FINEX - financial expenditure
Type	The type of an expense or the title of a position
Name	Contains The name of the expense/position
Reporter	The reporter for the expense/position.
Start date	The date on which the expense occurred or if recurring or a position the starting date.
End date	The date on which the expense/position stops.
EXPENSE	SPECIFIC
Amount	The amount of the expense
Amortized	Indicate if the expense is amortized or not. May contains either TRUE - if amortized Nothing - if not amortized
Frequency	The frequency of the recurring expense. May contains either WEEKLY MONTHLY YEARLY Nothing if ONCE
Repeat every	The "repeat frequency" for the recurring expenses
Occurrences	The maximum number of occurrences for the recurring expenses.
Repeat on	Days of the week the recurring expense occurred (only when frequency is set to WEEKLY) May contains a combination of the following values SU - for Sunday MO - for Monday TU - for Tuesday WE - for Wednesday TH - for Thursday FR - for Friday SA - for Saturday
Repeat by	The monthly recurring expenses occurred - (only when frequency is set to MONTHLY) May contains either DAY OF MONTH - for the recurrence to be based on the day of the month e.g. Monthly on day 31 DAY OF WEEK - for the recurrence to be based on the week day e.g. Monthly on the first Tuesday
POSITION	SPECIFIC
Effort	The effort planned for the position (in hours)
Wage	The wage for each position (hourly rate).
Allocation	The allocation planned for the position (%)

Below are some helpful tips when importing data from your CSV file into a specific folio team:

FOLIO Field	Import Notes
Type	Defines the role of the team member Default value if none specified : *With no role
Description	You can specify a description for the team member Optional
Reporter	Defines the reporter of the data Default value if none specified : The importer
Start date	Defines the start date of the worked hours period or the date on which the wage is effective Mandatory - must be specified in either case
End date	Defines the end date of the worked hours period Mandatory - must be specified in the case of a worked hours entry
Wage	Defines the wage of the team member (hourly rate). Optional if the consulting revenue already exists in folio else must be defined.
Allocation	Defines the allocation ratio (%) of the team member Default value if none specified : 100%
Worked Hours	Defines the hours worked in the period defined by the start date and end date Default value if none specified : Computed based on allocation table
Custom fields	Defines the value for a specific custom field Optional

Expand

title	CSV Example for team members

"Category","Type","Name","Member","Description","Reporter","Wage","Allocation","Worked Hours","Start date","End date"
"SALARY","Administration","admin","admin","Project Manager","admin","45.00","100.0000","","2013/09/02",""
"SALARY","Administration","admin","admin","Project Manager","admin","33.00","50.0000","","2013/11/05",""
"SALARY","Administration","admin","admin","Project Manager","admin","","","35.00","2013/12/01","2013/12/07"
"SALARY","Designers Web","Unassigned","unassigned","Designer Web senior","admin","50.00","100.0000","","2013/09/02",""

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Related pages:

Folio Budget

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Version	Old Version 1	New Version 2
Changes made by	FrancoisL	FrancoisL
Saved on	Dec 12, 2013	Dec 12, 2013

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