Actual Revenues Import
The Actual Revenues Import dialog allows you to import Actual Revenues from a CSV file. The following table describes the Actual Revenues Import dialog fields:
FOLIO Field | Import Notes |
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Category | Defines the category of the revenue.
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Type | Defines the type of a revenue or the title of a consulting revenue
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Name | The name of the revenue
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Description | You can specify a description for the revenue/consulting revenue
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Reporter | You can specify a reporter for the revenue/consulting revenue
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Start date | You must specify the date on which the revenue occurred or if recurring or a consulting revenue the starting date.
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End date | You can specify the date on which the revenue/consulting revenue ends.
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Custom fields | Define the value for a specific custom field
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Account | Define the associated Tempo Account associated to this expense/position.
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Labels | Define the list of JIRA Issues Labels associate to this expense/position
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REVENUE ![]() | SPECIFIC |
Amount | The amount of the revenue
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Amortized | You can specify if the revenue is amortized or not.
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Frequency | You can specify the frequency of the recurring revenue.
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Repeat every | You can specify a "repeat frequency" for the recurring revenues e.g. Repeat every 2 weeks
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Occurrences | You can specify a maximum number of occurrences for the recurring revenues.
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Repeat on | You can specify which days of the week the recurring revenue occurred
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Repeat by | You can specify when the monthly recurring revenue occurred - Available only if the frequency is MONTHLY Possible values are
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CONSULTING ![]() | SPECIFIC |
Wage | You can specify a wage for the consulting revenue (hourly rate).
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Availability | You can specify the billable ratio (%) - Portion of the worked hours that are billable.
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Worked Hours | You can specify the hours worked in the period defined by the start date and end date
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You must have the edit rights on the folio to be able to import data.
When importing billable hours you must specify the member (JIRA user key) and the its title.