This article explains how to use the Qualitative benefits bulk edit file.
Column & Title | Description | Data Type | What happens if the field is left blank when uploading the file? |
Project | The project name or title. This is only present if the bulk edit functionality is accessed from a project watchlist | Text | This field is for information only and is not used by the upload process |
ProjectId | The 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. |
ProjectRef | The project external reference. This is only present if the bulk edit functionality is accessed from a project watchlist | Number | If ProjectId is blank too or if there are no projects in the database matching the ProjectRef value, then the row will be skipped. |
| 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 Qualitative. | Text | This field is mandatory. It must be specified for a row to be processed. |
| Type | The benefit subtype (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 Impact – Open or Closed. If any other value is specified, then the status will be set to Open. | Text | The status will default to Open. |
| 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. |
| StartDate | The start date of the benefit. | Date | Fluid will default to the date of upload. |
| 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 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. | Text | The filed 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. | Text | Fluid will not delete any entry. |
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