Quantitative Non Resourcing Benefits: Bulk Edit

Modified on Thu, 11 Aug 2022 at 07:58 PM

This article explains how to use the Quantitative Non 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 as the start date cannot be set up using bulk edit.


If you are creating a new benefit, the start date will 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?
ProjectThe project name or title.
This is only present if the bulk edit functionality is accessed from a project watchlist
TextThis field is for information only and is not used by the upload process
ProjectIdThe 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.
ProjectRefThe project external reference. This is only present if the bulk edit functionality is accessed from a project watchlist NumberIf 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 Type
The 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. The value should be set to Non Resourcing.  TextThis field is a 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.
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 ClosedIf any other value is specified, then the status will be set to Open.TextFluid will default to Open.
Taxon
The additional categorisation of benefits (i.e, Run the Bank or Change the Bank).
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 LowIf any other value is specified, then the status will be set to Medium.TextFluid 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.
Currency
The currency code the benefit value is in.
Text
Fluid will set it to the currency that was specified as the default currency.
LocalValue
The benefit total value for the year.
NumberThis field is mandatory. It must be specified for a row to be processed.
ExpenseCategory
The Expense Category the benefit applies to.
Text
This field is mandatory. It must be specified for a row to be processed.
ExpenseType
The Expense Type the benefit applies to.
Text
This field is mandatory. It must be specified for a row to be processed.
CostCentreThe cost centre the benefit applies to.TextThe property is not set.
OwnerThe owner of the benefit.Text
This column is for information only and is not processed on upload.
OwnerIdFluid 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.
OwnerRefThe 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.
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.
StatusDate
The RAG status date.
DateFluid 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 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.  Various
The property is not set.
DeleteRecordIf you want to delete a benefit altogether, type in Yes. Remember, deleting a benefit this way is irreversible.Text
Fluid 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 atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article