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- Don't use commas in your data field values. Commas are reserved for use as separators.
- If any of the required fields are empty, the upload will fail.
To edit field values, you must correct the values in the spreadsheet file, and upload the file again.
Tip: You can export the existing cost segment values into a CSV file for backup.
Column Name | Type | Description |
|---|---|---|
Segment Name*
| Required. | For example, "Project". Must fully match the name you defined in the Cost Allocation section of the Services | Expense page, but need not be case sensitive. |
Allocation Name*
| Required. | For example, "Project Jupiter". Duplicate names are not permitted. |
| Allocation Description | Optional | For example, "a procedurally generated space exploration game". |
Allocation Code
| Optional. | For example, "6300". This can be blank or the general ledger (GL) code segment representing the project.
|
Parent Allocation Name
| Optional. An allocation name from the parent segment (if configured) | For example, "Solar Systems, Inc." |
| Expense Approver ID | Optional. External ID for approver user User must have Expense Approver Permissions assigned in their profile | For example, "jason.approver@solar.com". |
| Expense Approval Threshold Amount | Optional. Numeric 2 decimal places Defined in the company currency | For example, "5000.00". |
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