Standard Transfer File Layout
The Standard file layout needs to be a comma-delimited file, with one line per record. There are three types of records: job, phase and revenue.
- Job records are indicated with a "*" as the first field in the record.
- Phase records are indicated with an uppercase "P" as the first field in the record.
- Revenue records are indicated with an uppercase "R" as the first
field in the record.
Each file should contain only one job. The three record formats are outlined below, including maximum field length.
Any blank or zero fields should still be included. For the phase, alternate phase, billing item, the user may want to put a quote (") in the spreadsheet column to indicate that these are alpha fields. The phase code will use zeroes to fill the mask.
Important: When entering record layouts, you must type the record lines directly into the text editor. If you attempt to cut and paste a line, any blank spaces preceding a field in the cut text will appear as blank data in the import.