The Actual Costs Import dialog allows you to import Actual Costs from a CSV file. The following table describes the Actual Costs Import dialog fields:
|
FOLIO Field |
Import Notes |
|---|---|
|
Category |
Defines the category of the expense.
(information) Default value if none specified : OPEX |
|
Type |
Defines the type of an expense (information) Default value if none specified : *With no type |
|
Name |
The name of the expense (red-star) Mandatory - must be specified |
|
Description |
You can specify a description for the expense (information) Optional |
|
Reporter |
You can specify a reporter for the expense. (information) Default value if none specified : The importer |
|
Start date |
You must specify the date on which the expense occurred or if recurring the starting date. (red-star) Mandatory - must be specified |
|
End date |
You can specify the date on which the expense stops. (information) Default value if none specified : Folio end date
|
|
Amount |
The amount of the expense (red-star) Mandatory - must be specified |
|
Amortized |
You can specify if the expense is amortized or not.
(information) Default value if none specified : FALSE |
|
Frequency |
You can specify the frequency of the recurring expense.
(information) Default value if none specified : ONCE |
|
Repeat every |
You can specify a "repeat frequency" for the recurring expenses e.g. Repeat every 2 weeks (information) Default value if none specified : 1 |
|
Occurrences |
You can specify a maximum number of occurrences for the recurring expenses. (information) Optional |
|
Repeat on |
You can specify which days of the week the recurring expense occurred
(warning) Is mandatory if the frequency is set to WEEKLY |
|
Repeat by |
You can specify when the monthly recurring expenses occurred - Available only if the frequency is MONTHLY
(information) Default value if none specified : DAY OF MONTH |
|
Custom fields |
Define the value for a specific custom field (information) Optional |
|
Account |
Define the associated Tempo Account associated to this expense/position.
(information) Optional |
|
Labels |
Define the list of JIRA Issues Labels associated to this expense/position
(information) Optional |
You must have the edit rights on the folio to be able to import data.
Costs from resources cannot be imported via the costs screen. The costs from resources are driven by the team screen.
Each row of the csv file will systematically result in a new expense.