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:
- Cost Type
- Rate Type
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
Assigning Standard Rates, New Rates, and Rate Breakdowns
Adding Standard Rates and Rate Breakdowns
Importing Resources, Roles, and Rate Breakdown
Last Published Sunday, July 20, 2025