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1

Go to Workspace config → Planner → Budget Config → Enable Planner Budget Target (set to on)

2

Go to Workspace config → Forecast → Budget/financial config → Financial Forecasting (set to on)

image-20240305-135108.png

3

Build and run a SQL query (in Redash) to pull the information you need for the import:

  • Supply team name

  • Supply team ID

Code Block
languagesql
select team_id as internalId,
       team_daily_rate as dailyRate,
       team_name,
       team_type,
       team_hierarchy_name_1,
       team_hierarchy_name_2,
       team_hierarchy_name_3,
       team_hierarchy_name_4,
       team_hierarchy_name_5

where team_type in ( 'Chapter', 'Capability' )
order by team_hierarchy_name_1,
         team_hierarchy_name_2,
         team_hierarchy_name_3,
         team_hierarchy_name_4,
         team_hierarchy_name_5
4

Export a CSV file with the results

5

In the downloaded CSV file, update the 'dailyRate' column with the desired value.

Keep in mind that, depending on the source you use for the upload, this import might overwrite previous values.

6

If there isn’t a data source created for the import, create one. For some customers, we use the Teams CSV file upload (see icon on the right for reference).

7

Upload the file

The only two columns that need to be mapped are ‘InternalID’ and ‘DailyRate’.

8

Check that the import was successful:

  • Besides not having errors in the data source import, go to Planner and Forecast in the Supply side and check that the values in the ‘Forecast’ column are correct whereby it should show the rate multiplied by the number of days in the configuration. For example, we uploaded a placeholder daily rate of $700. When checking the configuration of the allocation data source, we can see that for this tenant the active quarter has 220 working days, therefore we should see (DailyRate * NumberOfWorkingDays) * QBaseline: (700 * $220) * 0.45 = $69,300

  • Make sure in Planner Config, under the ‘Budget’ section, the ‘Use delta for budget calculation’ is turned off if you want the rate card to be applied at the baseline members level

Related information

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