Project Task Fee Allocation import format

 

The table below shows the import format required for importing project contacts.

 

An asterisk (*) indicates the field is mandatory.

 

Column

Column Title

Description/Action

Where is it used?

Notes

A

Project Code *

The reference code for the project

  • The project code is used throughout the system to identify it

  • Free text field. Project code must exist in Projects

B

Task Name *

The task name

  • Appears in Project Work Structure and used for project data entries

  • The task name must exist against the project code entered in column A

C

Variation *

Enter TRUE or FALSE

  • In the Fee Allocation screen to identify variations in project budgeting

 

D

Resource Fee *

The £ resource fee value allocated to this task

  • In the Fee Allocation screen to record the resource fee £ budget

  • This value will by default be set as a % of 'Allocated to Resource' fee element

E

Resource Cost *

The £ resource cost value allocated to this task

  • In the Fee Allocation screen to record the resource cost £ budget

  • This value will by default be set as a % of the Resource Fee

F

Non-Rec Fee *

The £ non-recoverable fee value allocated to this task

  • In the Fee Allocation screen to record the non-recoverable fee £ budget

  • Enter 0 if not required

G

Non-Rec Cost *

The £ non-recoverable cost value allocated to this task

  • In the Fee Allocation screen to record the non-recoverable cost £ budget

  • Enter 0 if not required

 

 

 

 

  Was this topic useful? Click here to provide feedback.

  Need further help? contact support.