Rate overrides in the Adjustments Template CSV file

The Importing hours and rate adjustments help page describes the process for exporting the Adjustments Template CSV files, completing the file, and then importing it into the Budgeting application. As recommended by Unifocus, you should have a file that contains only your average rate adjustments (that is, rate adjustments marked Y for the Job Rate Overrides) and another file that contains only hours and rate adjustments that are not average rate adjustments. When completing the CSV file that includes only your Job Rate Overrides, the time frame specified in the Start Date and End Date fields must equal one of the following options (assuming that the standard calendar month is a financial period and the year spans January through December):

  • A complete financial period (or month)—1/1/YYYY – 1/31/YYYY, 2/1/YYYY – 2/28(9)/YYYY, 3/1/YYYY – 3/31/YYYY, …etc.

  • A complete quarter—Q1 is 1/1/YYYY – 3/31/YYYY, Q2 is 4/1/YYYY – 6/30/YYYY, Q3 is 7/1/YYYY – 9/30/YYYY, Q4 is 10/1/YYYY – 12/31/YYYY.

    Quarter Start Date End Date

    Q1

    1/1/YYYY

    3/31/YYYY

    Q2

    4/1/YYYY

    6/30/YYYY

    Q3

    7/1/YYYY

    9/30/YYYY

    Q4

    10/1/YYYY

    12/31/YYYY

  • A complete year—1/1/YYYY – 12/31/YYYY.

Correct entries

The image below shows rows in the spreadsheet populated with the correct entry types:

correct entry types

Incorrect entries

The image below shows rows in the spreadsheet populated with incorrect entry types:

incorrect entry types

Entering rate overrides in the Adjustments Template CSV file

As explained above, all rate override entries must be entered as complete periods, quarters, or years. This method works fine when your overrides fit into these time frames. For example, if you want to do a rate override for the entire year of 2020, you can use a single row in the spreadsheet.

rate override for entire year

However, there are instances when you want to add an override for a time frame that does not meet the required criteria. In these instances, use separate records for each job—that is, use separate spreadsheet rows to segment the time into acceptable time frames. For example, if you want to do rate override for September 1, 2020 through the end of the year, you can accomplish it one of two ways:

The more efficient way would be to do the following:

  1. Create one row that covers financial period 9: 9/1/2020 through 9/30/2020 (Job Rate Override = Y).

  2. Create another row that covers the 4th quarter: 10/1/2020 through 12/31/2020 (Job Rate Override = Y).

fourth quarter

The less efficient way would be to do the following:

  1. Create one row that covers financial period 9: 9/1/2020 through 9/30/2020 (Job Rate Override = Y).

  2. Create one row that covers financial period 10: 10/1/2020 through 10/31/2020 (Job Rate Override = Y).

  3. Create one row that covers financial period 11: 11/1/2020 through 11/30/2020 (Job Rate Override = Y).

  4. Create one row that covers financial period 12: 12/1/2020 through 12/31/2020 (Job Rate Override = Y).

financial period 12