Cost Rate Import

We can import cost rates from Microsoft Excel or by inserting data from a table or view into Umbria.

Microsoft Excel Method

To import cost rates via Excel:

1. Access the Admin Panel.
2. Click the Employees node within the People folder.
3. Select one or more people.
4. In the menu bar, click on the Excel drop-down and select Import Employee Base Salary. A pop-up box appears.
5. Click Download Sample Excel to get an Excel template containing the required columns.
6. After entering cost rates and saving a copy of the file, click Browse... and select your spreadsheet.
7. Click Send to import the cost rates.

Import Script Method

The following columns are required when importing cost rates:

• DisplayName (PersonId)

• Username

• TimekeeperId

• EffectiveDate

  Direct Cost Rate

  OverheadCost Rate

• Currency Code (if applicable; if only a single currency is used, then hardcode)

The data could be provided in either of the following ways:

• It can be provided in a view so our import can bring the relevant data into a Staging.CostRate table.
• It can be directly inserted into a table on the Umbria database called [Staging].[CostRate] for the import to insert into Umbria.

Viewing Cost Rates for a Person

1. Access the Admin Panel.
2. Click the Employees node within the People module.
3. Select a person.
4. In the menu bar, click the Salary button. The record(s) for the different override cost rates, target hours, and salary for that person appear.