Planned Costs/Revenues Import
Below are some helpful tips when importing data from your CSV file into a specific folio planned costs:
FOLIO Field | Import Notes |
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Category | Defines the category of the expense.
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Type | Defines the type of an expense or the title of a position
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Name | The name of the expense/position
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Description | You can specify a description for the expense/position
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Reporter | You can specify a reporter for the expense/position.
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Start date | You must specify the date on which the expense occurred or if recurring or a position the starting date.
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End date | You can specify the date on which the expense/position stops.
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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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EXPENSE ![]() | SPECIFIC |
Amount | The amount of the expense
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Amortized | You can specify if the expense is amortized or not.
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Frequency | You can specify the frequency of the recurring expense.
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Repeat every | You can specify a "repeat frequency" for the recurring expenses e.g. Repeat every 2 weeks
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Occurrences | You can specify a maximum number of occurrences for the recurring expenses.
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Repeat on | You can specify which days of the week the recurring expense occurred
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Repeat by | You can specify when the monthly recurring expenses occurred - Available only if the frequency is MONTHLY Possible values are
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POSITION ![]() | SPECIFIC |
Effort | You can specify the effort planned for the position (in hours)
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Wage | You must specify a wage for each position (hourly rate).
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Availability | You can specify the availability planned for the position (%)
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You must have the edit rights on the folio to be able to import data.
Each row of the csv file will systematically result in a new expense or position entry.