Quantitative Resourcing Benefits: Bulk Edit

Modified on Wed, 22 Nov 2023 at 03:10 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 & Title	Description	Data Type	What happens if the field is left blank when uploading the file?
BenefitId	The 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.	Number	The field is generated by the system.
Benefit Type	The type of benefit. The value should be set to Quantitative.	Text	This field is mandatory. It must be specified for a row to be processed.
Finance Type	The benefit type, in this case the value should be set to Resourcing.	Text	This field is mandatory. It must be specified for a row to be processed.
Type	The subtype of benefit (i.e Cost Avoidance/Cost Reduction). This is configurable and can be set by the application administrator.	Text	This field is mandatory. It must be specified for a row to be processed.
Title	The benefit name or title.	Text	This field is mandatory. It must be specified for a row to be processed.
Description	The description of the benefit.	Text	The property is not set.
Status	The status of the benefit – Open or Closed. If any other value is specified, then the status will be set to Open.	Text	The status will default to Open.
Taxon	The additional categorisation of benefits as set up in metadata by the application administrator.	Text	This field is mandatory. It must be specified for a row to be processed.
Probability	The likelihood of the benefit occurring – High, Medium or Low. If any other value is specified, then the status will be set to Medium.	Text	The item will default to Medium.
Fiscal Year	The year the benefit applies to.	Date	This field is mandatory. It must be specified for a row to be processed.
Classification	The name of the rate card applied to the benefit.	Text	This field is mandatory. It must be specified for a row to be processed.
Allocation	The benefit resource allocation value.	Number	Fluid will default to a value of 0.
Portfolio	The portfolio the benefit applies to.	Text	The property is not set.
SubPortfolio	The subportfolio the benefit applies to.	Text	The property is not set.
CostCentre	The cost centre the benefit applies to.	Text	The property is not set.
Owner	The owner of the benefit.	Text	This column is for information only and is not processed on upload.
OwnerId	Fluid unique identifier for the benefit owner.	Text	This 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.
OwnerRef	The benefit owner's username.	Text	This 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.
RAGStatus	The RAG status of the entry - specify between Red, Amber or Green. If any other value is specified, then the RAG status will be set to Green.	Text	Fluid will default to Green.
Strapline	The RAG status strapline.	Text	The property is not set.
StatusDate	The RAG status date.	Date	Fluid will default to the date of the upload.
Guid	Fluid 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.	Various	The field is generated by the system.
Schedule task custom properties	If 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.	Various	The property is not set.
DeleteRecord	If you want to delete a benefit altogether, type in Yes. Remember, deleting a benefit this way is irreversible.	Various	Fluid will not delete any entry.