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Table Cell (td) |
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| Below are some helpful tips when importing data from your CSV file into a specific folio team: | |
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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
| Overtime Hours | Defines the overtime hours in the period defined by the start date and end date Will be ignored if no overtime rule associated with the member Default value if none specified : Computed based on allocation table and Overtime rule | Overtime Rule Name | The name of the overtime rule to associate the member with. Optional If name not found in the overtime list, no rules will be associated | Custom fields | Defines the value for a specific custom field Optional | Synchronized with JIRA worklogs | Specified if the team member worked hours must be synchronized with JIRA worklogs Default value if none specified : false |
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You must have the edit rights on the folio to be able to import data. |
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title | CSV Example for team members |
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| "Type","Member","Description","Reporter","Wage","Allocation","Worked Hours","Overtime Hours","Start date","Synchronized with JIRA worklogs","Overtime Rule Name" "Administration","admin1","Big Chef","admin","46.00","100.00","","","2013/08/31","true","" "Administration","admin2","Medium Chef","admin","44.00","100.00","","","2013/08/31","" "Administration","admin3","Small Chef","admin","56.00","80.00","40","10","2013/08/31","40h per week - 2x" |
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title | CSV Example for importing woked hours |
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| "Member","Worked Hours","Overtime Hours","Start date","End date" "admin","100.00","10","2013/08/31","2013/09/30" "admin","110.00","","2013/10/01","2013/10/31" "admin","115.00","","2013/11/01","2013/11/30" |
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title | CSV Example for importing allocations and wages |
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| "Member","Wage","Allocation","Start date" "admin","46.00","100.00","2013/08/31" "admin","44.00","100.00","2013/09/30" "admin","56.00","80.00","2013/10/31" |
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