Import rate lines into a rate model

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Use the import rate lines function to quickly add multiple rate lines from an export file into a rate model.

Set the glide.import_set_row.dynamically_add_fields system property to true.

Role required: pps_admin or it_rate_model_admin

After adding or updating rate lines in a file created using the export function , you can import the rate lines from the file into the rate model. Note: Rate lines fail to import in the following circumstances: Overlapping effective dates for the same set of criteria values. Criteria values with no matching data in the system. For example, a rate line might have Business Analyst as the Role criteria but that role does not exist in the system. Rates in non-functional (non-default) currency but no corresponding budget reference rates for the required period exist in the system.

Import rate lines from an import file into the rate model in one of the following ways: Navigate to Project Administration > Rate Model > Import Rate Line . Navigate to Time Sheets > Rate Model > Import Rate Line . Navigate to Time Sheets > Rate Model > All , open a rate model record, and click the Import Rate Line related link.

Click Choose File to select the import file. Optional: If you are importing from an Excel file containing multiple sheets, enter the sheet number that contains the data to import in the Sheet number field. Note: If you are importing from a CSV file, then the data from the last saved CSV file is considered for import irrespective of the specified sheet number.

Optional: If the import file has a header row, enter the row number that has the header information in the Header row field. Click Submit . Click Run Transform to import the data. For more information, see Run an import .

New rate lines are appended to the rate lines list in the rate model. Existing rate lines in the rate model are updated with the latest values.

Parent Topic: Rate Models