Qualitative Benefits: Bulk Edit

Modified on Fri, 25 Nov 2022 at 09:03 AM

This article explains how to use the Qualitative benefits bulk edit file.



Column & Title
Description
Data Type
What happens if the field is left blank when uploading the file?
Project

The project name or title.
This is only present if the bulk edit functionality is accessed from a project watchlist

Text
This field is for information only and is not used by the upload process

ProjectId

The project unique ID in Fluid. 
This is only present if the bulk edit functionality is accessed from a project watchlist

Number


If ProjectRef is blank too or if there are no projects in the database matching the ProjectId, then the the row will be skipped.

ProjectRef

The project external reference.
This is only present if the bulk edit functionality is accessed from a project watchlist

Number
If ProjectId is blank too or if there are no projects in the database matching the ProjectRef value, then the row will be skipped.

BenefitIdThe 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.NumberThe field is generated by the system.
Benefit TypeThe type of benefit. The value should be set to QualitativeTextThis field is mandatory. It must be specified for a row to be processed. 
TypeThe benefit subtype (i.e Cost Avoidance/Cost Reduction). This is configurable and can be set by the application administrator. TextThis field is mandatory. It must be specified for a row to be processed.
TitleThe benefit name or title.TextThis field is mandatory. It must be specified for a row to be processed. 
DescriptionThe description of the benefit. TextThe property is not set.
StatusThe status of the Impact – Open or ClosedIf any other value is specified, then the status will be set to Open. TextThe status will default to Open.
Probability The likelihood of the benefit occurring – High, Medium or LowIf any other value is specified, then the status will be set to Medium. TextThe item will default to Medium.
StartDateThe start date of the benefit.DateFluid will default to the date of upload.
CostCentreThe cost centre the benefit applies to.TextThe property is not set.
OwnerThe owner of the benefit.TextThis column is for information only and is not processed on upload.
OwnerIdFluid unique identifier for the benefit owner.TextThis 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.
OwnerRefThe benefit owner's username.TextThis 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.
RAGStatusThe RAG status of the entry - specify between RedAmber or GreenIf any other value is specified, then the RAG status will be set to Green. TextFluid will default to Green.
StraplineThe RAG status strapline.TextThe property is not set.
StatusDateThe RAG status date.DateFluid will default to the date of upload.
GuidFluid Global Unique Identifier for the benefit. If EDITING EXISTING entries on an extract do NOT change this field.
Leave the field blank if you want to add a record as a new benefit.
TextThe filed is generated by the system
Schedule task custom propertiesIf 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.  VariousThe property is not set.
DeleteRecordIf you want to delete a benefit altogether, type in Yes. Remember, deleting a benefit this way is irreversible.TextFluid will not delete any entry.  

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