Page Comparison

Div

style	width:100%
id	kt-documentation-section
align	center

HTML Table

cellpadding	10px

Table Row (tr)

Defines the

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

Table Cell (td)

width	70%
valign	top

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

FOLIO Field

Import Notes

Category

Exported Fields	Description
Category	The category of the expense. Possible values areMay contains either OPEX - to define an operating expense CAPEX - to define a capital expenditure FINEX - to define a financial expenditure Default value if none specified : OPEX
Type	Defines the The type of an expense Default value if none specified : *With no type
Name	The name of the expense Mandatory - must be specified
Description	You can specify a The description for the expense Optional
Reporter	You can specify a The reporter for the expense. Default value if none specified : The importer
Start date	You must specify the The date on which the expense occurred or if recurring the starting date. Mandatory - must be specified
End date	You can specify the The date on which the expense stops. Default value if none specified : Folio end date
Amount	The amount of the expense Mandatory - must be specified
Amortized	You can specify if the expense is amortized or not. Possible values areMay contains either TRUE - if amortized FALSE - Nothing if not amortized Default value if none specified : FALSE
Frequency	You can specify the The frequency of the recurring expense. Possible values are ONCE May contains either WEEKLY MONTHLY YEARLY Default value if none specified : ONCE Nothing if Once
Repeat every	You can specify a The "repeat frequency" for the recurring expenses e.g. Repeat every 2 weeks Default value if none specified : 1
Occurrences	You can specify a The maximum number of occurrences for the recurring expenses. Optional
Repeat on	You can specify which days Days of the week the recurring expense occurred Possible values are SU (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 Is mandatory if the frequency is set to WEEKLY
Repeat by	You can specify when the The monthly recurring expenses occurred - Available (only if the when frequency is set to MONTHLY Possible values are) 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 WEEK - for the recurrence to be based on the week day e.g. Monthly on the first Tuesday Default value if none specified : DAY OF MONTH
Custom fields	Define the The value for a specific custom field Optional

Info
You must have the edit rights on the folio to be able to import data.

Info
Costs from resources cannot be imported via the costs screen. The costs from resources are driven by the team screen.

Info
Each row of the csv file will systematically result in a new expense.

Expand

title	Exported CSV Example for costs

"Category","Type","Name","Description","Reporter","Amount","Amortized","Start date","End date","Frequency","Repeat every","Occurrences","Repeat on","Repeat by"
"OPEX","Rent & Leasing","3101 Olivette-Marjault, Montreal, Quebec","Head office rent.","admin","2,750.00","","2013/

08

09/

31

03","2013/

10

11/

30

02","MONTHLY","1","","","DAY_OF_MONTH"
"OPEX","Rent & Leasing","3101 Olivette-Marjault, Montreal, Quebec","Head office rent.","admin","2,800.00","","2013/

10

11/

31

03","","MONTHLY","1","","","DAY_OF_MONTH"
"OPEX","Representation","Agile Conference - Plane tickets","Plane tickets to San Jose, CA, USA","admin","1,200.00","","2013/

10

11/

30

02","","","","","",""
"OPEX","Representation","Agile Conference - Accommodation","Hotel & breakfast","admin","825.75","","2013/

10

11/

30

02","","","","","",""
"OPEX","Representation","Agile Conference - Marketing event","Beer, food, T-shirts, etc.","admin","325.00","","2013/

10

11/

30

02","","","","","",""
"OPEX","Representation","Restaurant - Sales strategy meeting #1","Sales team meeting to discuss top prospects.","admin","233.77","","2013/09/

10

13","","","","","",""
"OPEX","Representation","Restaurant - Sales strategy meeting #2","Sales team meeting to discuss marketing issues.","admin","132.00","","2013/09/

13

16","","","","","",""
"OPEX","Representation","Product Demo to ABC inc.","Demo of product to ABCs office. Includes travel and accommodation.","admin","800.00","","2013/09/

20

23","","","","","",""
"OPEX","Representation","Restaurant - Sales strategy meeting #3","Sales team meeting to discuss pricing.","admin","335.00","","2013/09/

24

27","","","","","",""
"OPEX","Representation","Product Demo to DEF inc.","Demo of product to DEFs office. Includes travel and accommodation.","admin","76.22","","2013/

09

10/

28

01","","","","","",""
"OPEX","Representation","Product Demo to XYZ inc.","Demo of product to XYZs office. Includes travel and accommodation.","admin","15.50","","2013/

09

10/

28

01","","","","","",""
"OPEX","Representation","Restaurant - Sales strategy meeting #4","Sales team meeting to discuss last hockey game.","admin","1,100.00","","2013/10/

15

18","","","","","",""
"OPEX","Representation","Product Demo to ZED inc.","Demo of product to ZEDs office. Includes travel and accommodation.","admin","322.00","","2013/10/

18

21","","","","","",""
"OPEX","Representation","Restaurant - Meeting client ABC inc.","Meeting with ABC representatives","admin","154.00","","2013/11/

09

12","","","","","",""
"OPEX","Representation","Product Demo to GHI inc.","Demo of product to GHIs office. Includes travel and accommodation.","admin","155.00","","2013/11/

11

14","","","","","",""
"OPEX","Representation","Product Demo to JKL inc.","Demo of product to JKLs office. Includes travel and accommodation.","admin","235.00","","2013/11/

17

20","","","","","",""
"OPEX","Representation","Restaurant - Meeting client ZED inc.","Meeting with ZED representatives","admin","37.75","","2013/11/

27

30","","","","","",""
"OPEX","Representation","Restaurant - Meeting client XYZ inc.","Meeting with XYZ representatives","admin","908.00","","2013/12/

01

04","","","","","",""
"OPEX","Representation","Restaurant - Meeting client ABC inc.","Meeting with ABC representatives","admin","432.00","","2013/12/

09

12","","","","","",""
"OPEX","Licensing","JIRA license","Product issue tracker and support tool.","admin","4,000.00","","2013/

08

09/

31

03","","","","","",""
"OPEX","Licensing","Confluence (wiki) license","Our team wiki.","admin","4,000.00","","2013/11/

19

22","","","","","",""
"OPEX","Licensing","FOLIO for JIRA license","Simply the best EVM add-on so far!","admin","2,000.00","","2013/

08

09/

31

03","","","","","",""
"CAPEX","Equipment","Color laser printer","Heavy duty printer","admin","23,500.00","true","2013/

11

12/

29

02","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Equipment","Desks and chairs","Desks & ergonomic chairs","admin","12,000.00","true","2013/11/

24

27","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Equipment","Developer laptop #1","Code #122948334-234","admin","12,000.00","true","2013/

08

09/

31

03","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Equipment","Developer laptop #2","Code #122948334-234","admin","13,000.00","true","2013/11/

14

17","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Equipment","Developer laptop #3","Code #122948334-234","admin","2,000.00","true","2013/11/

09

12","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Legal","Algorithm patent","If we need one...","admin","1,820.00","","2013/12/

02

05","","","","","",""
"CAPEX","Legal","Product copy rights and licensing","Legal stuff for the product licensing","admin","3,000.00","","2013/11/

12

15","","","","","",""
"FINEX","Loans & Credits","Bank loan","Expected loan for initial cash flow","admin","520.00","","2013/

08

09/

31

03","","MONTHLY","1","","","DAY_OF_MONTH"

Table Cell (td)

width	30%
valign	top

Panel

Related pages:

Folio Cost

Style

#breadcrumb-section {margin-bottom: 10px;}
#breadcrumbs li,#breadcrumbs li a{color: #999;}
#main-header {margin: 10px 0 0;}
#title-text a {color: #3B73AF !important;}
.page-metadata {transition: opacity .25s ease-in-out;-moz-transition: opacity .25s ease-in-out;-webkit-transition : opacity .25s ease-in-out;}
.page-metadata {opacity: 0; margin: 0 0 30px;}
.page-metadata:hover {opacity: 1.0;}
#title-text {font-family: "kulturista-web",sans-serif;font-weight: 300;font-size: 50px;line-height: 75px;padding-bottom: 5px}
#splitter-sidebar img{top: 17px;position: relative;}
#splitter-sidebar h1 { font-size: 1.2em; margin: 0; padding-bottom: 20px; padding-top: 0;}

Versions Compared

Old Version 1

New Version Current

Key