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.