Quantitative Resourcing Benefits: Bulk Edit

Modified on Wed, 22 Nov, 2023 at 3:10 PM

This article explains how to use the Quantitative Resourcing bulk edit file and what values each column represents.


Important note about the benefit start date


Before going into the description of each column, it is important to understand how the benefit start date is set up when using bulk edit.


If you are creating a new benefit, the start date will automatically be set as the first month of the fiscal year the benefit starts on. Note that the first month of the fiscal year is as per your instance settings, i.e. if fiscal years have been set to run from April to March, then the first month of the fiscal year will be set to April.


If you are updating a benefit that was created using the user interface, then the start will remain unchanged unless the benefit value for the fiscal year the start date refers to has been deleted. In this case, the start date will be set to the first month of the fiscal year the benefit starts on now.



Column Description


Column & TitleDescriptionData TypeWhat happens if the field is left blank when uploading the file?
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 Quantitative.TextThis field is mandatory. It must be specified for a row to be processed. 
Finance TypeThe benefit type, in this case the value should be set to Resourcing.TextThis field is mandatory. It must be specified for a row to be processed.
TypeThe subtype of benefit (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 benefit – Open or Closed. If any other value is specified, then the status will be set to Open.TextThe status will default to Open.
TaxonThe additional categorisation of benefits as set up in metadata by the application administrator.TextThis field is mandatory. It must be specified for a row to be processed.
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.
Fiscal YearThe year the benefit applies to.DateThis field is mandatory. It must be specified for a row to be processed.
ClassificationThe name of the rate card applied to the benefit. TextThis field is mandatory. It must be specified for a row to be processed.
AllocationThe benefit resource allocation value.NumberFluid will default to a value of 0.
PortfolioThe portfolio the benefit applies to.TextThe property is not set.
SubPortfolioThe subportfolio the benefit applies to.TextThe property is not set.
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 the 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.
VariousThe field 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.VariousFluid will not delete any entry.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article