Here is the procedure to import rate card line items to your projects in Furious:
• Go to menu > configuration tab > import:
• Click on the “new import” button
• Select the "Business" category
• Choose the import type “Project Rate Card”
• Download the template by clicking the download icon on the right next to the orange block.
Once the template is downloaded, we recommend using Google Spreadsheet to fill in the file. When it's completed, you can export it as a CSV from Google Spreadsheet: File -> Download -> CSV
However, you can also open it with other tools (Excel / Numbers…). Depending on the software version, the column interpretation may display a difficult-to-read format.
You just have to upload the document to finalize the import. Once the rate cards are imported, you will find them within your projects.
Explanation of file columns
Column Name | Explanation |
Project ID | ID of the project to add rate card line items to |
Label | The name of the rate card line item visible on the project |
Category | A category groups several rate card line items and creates subtotals. Additionally, in project analysis, you can consolidate KPIs based on categories |
Sub-category | A sub-category groups several rate card line items on the project |
Related to (Business unit) | Name of the Business Unit associated with the service. |
Amount VAT excl. | Unit amount |
VAT | Applied VAT rate |
Quantity | Quantity sold |
Unit (days|unit|hours|1: assets) | The type of unit used (unit l days | hours) --> Put them in English |
Price variation (%) | The variation must be given in % |
Transfer price | Transfer price for intercompany transactions |
Purchase Price VAT excl. | The purchase amount excluding taxes on the line |
Monthly (1|0) | the line is monthly or not |
Description | Description field visible on the quote to describe the associated rate card line item |
Linked to user (pseudo) | Possibility to associate a rate card line item with an internal person via their pseudo (pseudo = the content of the email before the @) |
Required Skill | Possibility to associate a rate card line item with a skill (Skill ID) |
Start | Start date of the service |
End | End date of the service |
Average Daily Cost | Average daily cost of the service |
Entity | Legal entity to which the rate card is attached |
Monthly period | Choice of monthly period (12 for 12 months for example) |
Option | 1 = Optional |
Line tags (comma-separated list) | tags |
Exclude from entries (0 | 1) | the line is then not selectable for time addition |
Exclude from purchase (0 | 1) | the line is then not selectable for purchase addition |