Versions Compared

Version Old Version 2 New Version 3
Changes made by

FrancoisL (Deactivated)

FrancoisL (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Div
stylewidth:100%
idkt-documentation-section
aligncenter
HTML Table
cellpadding10px
Table Row (tr)
Table Cell (td)
width70%
valigntop
Below are some helpful tips when importing data from your CSV file into a specific folio team:

 

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

FOLIO Field

Import Notes

Type

Defines the The role of the team member

(info) Default value if none specified : *With no role

Description

You can specify a The description for the team member(info) Optional

Reporter

Defines the The reporter of the data

(info) Default value if none specified : The importer

Start date

Defines the The start date of the worked hours period or the date on which the wage is effective

(star) Mandatory - must be specified in either case

.

End date

 Defines the  The end date of the worked hours period(warning) Mandatory - must be specified in the case of a worked hours entry.

Wage

Defines the The wage of the team member (hourly rate).(info) Optional if the consulting revenue already exists in folio else must be defined.

Allocation

Defines the The allocation ratio (%) of the team member

(info) Default value if none specified : 100%

.

Worked Hours

Defines the The hours worked in the period defined by the start date and end date

(info) Default value if none specified : Computed based on allocation table

.

Custom fields

Defines the The value for a specific custom field(info) Optional.

 

 

Expand
titleCSV 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",""

Table Cell (td)
width30%
valigntop
Panel

Related pages:

 

 

...