Quantitative Resourcing Benefits: Bulk Edit
This article explains how to use the Quantitative Resourcing bulk edit file and what values each column represents.
Important note about the benefit start date
Before going into the description of each column, it is important to understand how the benefit start date is set up when using bulk edit.
If you are creating a new benefit, the start date will automatically be set as the first month of the fiscal year the benefit starts on. Note that the first month of the fiscal year is as per your instance settings, i.e. if fiscal years have been set to run from April to March, then the first month of the fiscal year will be set to April.
If you are updating a benefit that was created using the user interface, then the start will remain unchanged unless the benefit value for the fiscal year the start date refers to has been deleted. In this case, the start date will be set to the first month of the fiscal year the benefit starts on now.
Column Description
Column & Title | Description | Data Type | What happens if the field is left blank when uploading the file? |
BenefitId | The benefit unique ID in Fluid. This value is set by the system when a new benefit is created and is used to uniquely identify the benefit. This field should therefore be left blank when creating a new benefit. | Number | The field is generated by the system. |
Benefit Type | The type of benefit. The value should be set to Quantitative. | Text | This field is mandatory. It must be specified for a row to be processed. |
Finance Type | The benefit type, in this case the value should be set to Resourcing. | Text | This field is mandatory. It must be specified for a row to be processed. |
Type | The subtype of benefit (i.e Cost Avoidance/Cost Reduction). This is configurable and can be set by the application administrator. | Text | This field is mandatory. It must be specified for a row to be processed. |
Title | The benefit name or title. | Text | This field is mandatory. It must be specified for a row to be processed. |
Description | The description of the benefit. | Text | The property is not set. |
Status | The status of the benefit – Open or Closed. If any other value is specified, then the status will be set to Open. | Text | The status will default to Open. |
Taxon | The additional categorisation of benefits as set up in metadata by the application administrator. | Text | This field is mandatory. It must be specified for a row to be processed. |
Probability | The likelihood of the benefit occurring – High, Medium or Low. If any other value is specified, then the status will be set to Medium. | Text | The item will default to Medium. |
Fiscal Year | The year the benefit applies to. | Date | This field is mandatory. It must be specified for a row to be processed. |
Classification | The name of the rate card applied to the benefit. | Text | This field is mandatory. It must be specified for a row to be processed. |
Allocation | The benefit resource allocation value. | Number | Fluid will default to a value of 0. |
Portfolio | The portfolio the benefit applies to. | Text | The property is not set. |
SubPortfolio | The subportfolio the benefit applies to. | Text | The property is not set. |
CostCentre | The cost centre the benefit applies to. | Text | The property is not set. |
Owner | The owner of the benefit. | Text | This column is for information only and is not processed on upload. |
OwnerId | Fluid unique identifier for the benefit owner. | Text | This is the unique identifier Fluid will use to set assignees - you can use this field or OwnerRef-if both left blank no owners will be added to the item. |
OwnerRef | The benefit owner's username. | Text | This is the unique identifier Fluid will use to set the assignees- if this field is left blank, no owners will be added to the item, unless you have captured the OwnerId correctly. |
RAGStatus | The RAG status of the entry - specify between Red, Amber or Green. If any other value is specified, then the RAG status will be set to Green. | Text | Fluid will default to Green. |
Strapline | The RAG status strapline. | Text | The property is not set. |
StatusDate | The RAG status date. | Date | Fluid will default to the date of the upload. |
Guid | Fluid Global Unique Identifier for the benefit. If EDITING EXISTING entries on an extract do NOT change this field. | Various | The field is generated by the system. |
Schedule task custom properties | If custom properties for benefit records have been set by your system administrator, there will be a column for each custom property that has been set. | Various | The property is not set. |
DeleteRecord | If you want to delete a benefit altogether, type in Yes. Remember, deleting a benefit this way is irreversible. | Various | Fluid will not delete any entry. |