Bids and Allocations Import

The data file to import Bids and Allocations information must consist of nineteen (19) comma separated columns. The columns must be in the following order:

Column

Field

Required/Optional

Description

1

Component Code 1

Required

The component code must already exist in the Pinnacle database.

2

Component Code 2

Required

If you supply a component code 2, the component code must already exist.

3

Component Code 3

Required

If you supply a component code 3, the component code must already exist.

4

Year Name

Required

The name of the Year must already exist.

5

Full Year Amount

Optional

If you have defined amounts for each period for the year, leave this field blank.

6

Allocation Spread

Optional

The value for this field must be 'F' for Full Year, 'R' for Remaining Periods. If you have defined amounts for each period for the year, leave this field blank.

7

Bid/Allocation Description

Optional

Defaults to 'Allocation' plus the date of the import.

8

Period 1 Amount

Optional

This is the amount that will be allocated to Period 1. This field will default to 0 if no value is supplied.

9

Period 2 Amount

Optional

This is the amount that will be allocated to Period 2, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

10

Period 3 Amount

Optional

This is the amount that will be allocated to Period 3, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

11

Period 4 Amount

Optional

This is the amount that will be allocated to Period 4, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

12

Period 5 Amount

Optional

This is the amount that will be allocated to Period 5, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

13

Period 6 Amount

Optional

This is the amount that will be allocated to Period 6, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

14

Period 7 Amount

Optional

This is the amount that will be allocated to Period 7, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

15

Period 8 Amount

Optional

This is the amount that will be allocated to Period 8, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

16

Period 9 Amount

Optional

This is the amount that will be allocated to Period 9, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

17

Period 10 Amount

Optional

This is the amount that will be allocated to Period 10, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

18

Period 11 Amount

Optional

This is the amount that will be allocated to Period 11, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

19

Period 12 Amount

Optional

This is the amount that will be allocated to Period 12, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied.

Related Topics:

Budget Code Allocations Tab

Budget Code Bids Tab

Budget Codes Overview

Related Tables:

Budget Years Table