CSV Import for Role and Resource Rates

When you use a CSV file to export role rates or resource rates, the following additional columns are added:

Use these columns to provide rate breakdowns.

When you use a CSV file to export role breakdown, the file shows the roles with existing breakdowns, similar to the resource breakdown.

Note: You cannot import a role or resource without cost-type value or rate-type value.

An exported CSV must show the cost-type and rate-type values, as they are required.

See Also

Master Rate Sheet and Manual Activity Sheet

Creating Master Rate Sheet

Master Rate Sheet (View)

Adding Resources

Assigning Standard Rates, New Rates, and Rate Breakdowns

Master Rate Sheet Resource

Adding Roles Manually

Adding Standard Rates and Rate Breakdowns

Importing Resources, Roles, and Rate Breakdown



Last Published Sunday, July 20, 2025