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Contains The name of the expense/position
Table Row (tr)

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

Description
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Exported Fields

FOLIO Field

Import Notes

CategoryThe category
of the expense. 
May contains either
  • OPEX - operating expense
  • SALARY - position
  • CAPEX - capital expenditure
  • FINEX - financial expenditure
(always "SALARY")

Type

The

type

role of

an expense or the title of a position		Name

the team member

Description

The description for the team member

Reporter

The reporter

for the expense/position.

of the data

Start date
 The

The start date

on which the expense occurred or if recurring or a position the starting date

of the worked hours period or the date on which the wage is effective.

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 byThe 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 (%)

 The end date of the worked hours period.

Wage

The wage of the team member (hourly rate).

Allocation

The allocation ratio (%) of the team member.

Worked Hours

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

Custom fields

The value for a specific custom field.

Info
titleNote

Export will generate for a member :

  • one row per wages and/or allocations.
  • one row per worked hours
  • no row will be generated for "computed worked hours"
Expand
titleExported CSV Example
"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)
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Panel

Related pages:

Budget

 

 

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