How do I upload a Ratecard?

Rate Card upload is a scope feature that allows users to upload one or multiple Ratecards from an Excel file.

In order to use this feature user needs to open Manage -> Ratecards page and

( 1 ) Click (...) button

( 2 ) Click Upload Ratecard

After 'Upload Ratecard' popup is opened user has a few options:

( 1 ) 'Generate Template' link allows the user to download an empty Ratecard import file. This file should be populated with the Ratecard data you wish to upload. 

Note: all fields are required.

• All roles should be grouped by the department (do not duplicate department name in the Department name column)
• Different Ratecards should be on separate tabs in the excel file 
• The format cannot be changed otherwise the upload will fail 

( 2 ) 'Instruction Manual' link will redirect the user to a page with upload instructions

( 3 ) Upload the file using the 'Browse' button

( 4 ) Before the user uploads Ratecard(s), the completed file should be validated by the scope system

In the case of any invalid or missing data in the upload file, you will see the option to download the validated excel file. 

This download will highlight all missing or invalid data according to a colour code (pictured below). All highlighted data should be updated and then the file can be re-uploaded back into the scope system. 

To upload a new Rate Card the user should specify:

1) Rate Card name
2) Currency
3) 'Y' if the roles of the new Rate Card should be mapped to the roles of Scope Mark Rate Card; 'N' if the roles of the new Rate Card shouldn't be mapped to the roles of Scope Mark Rate Card
4) Department name
5) Role name
6) Default Location (the cell in the row containing Role name should be blank).
7) Name of the new or existing Location (optional)
8) Role cost
9) Role rate

 

After the file is successfully validated, the user will see a success message and will be able to upload the uploaded Ratecard. The uploaded Ratecard will be displayed on the page after a short delay.