| Header | Description | Req. | Notes |
| Name | This column is for the name of the policy as it should appear in imports and on product screens. | Y | Unique names are required unless you are editing an existing policy. |
| Description | This column is for the description of the policy. | Y | |
| Pay Rate Origin | This column is for designating how to use the User and/or Project Bill Rates when making pay rate (cost) calculations in this policy. | Y | Valid values are User or Project. |
| Bill Rate Origin | This column is for designating how to use the User and/or Project Bill Rates when making bill rate (revenue) calculations in this policy. | Y | Valid values are User or Project. |
| Order | This column is for designating the order in which each rule will be applied in this policy. | Y | Valid values are 1, 2, 3, etc. |
| Rule | This column contains the name of an existing rule that will be included in this policy. | Y | |
| Payroll Adjustment Type | This column is for designating the type of operation that will be carried out on the Payroll Adjustment Amount for the selected rule. | N | Valid values are reject, override, add or multiply. |
| Payroll Adjustment Amount | This column is for designating the amount of the adjustment for the selected rule. | N | Values must be numeric. |
| Billing Adjustment Type 1 | This column is for designating the type of operation that will be carried out on the Billing Adjustment Amount 1 for the selected rule. | N | Valid values are reject, override, add or multiply. |
| Billing Adjustment Amount 1 | This column is for designating the amount of the adjustment for the selected rule. | N | Values must be numeric. |
| Billing Adjustment Type 2 | This column is for designating the type of operation that will be carried out on the Billing Adjustment Amount 1 for the selected rule. | N | Valid values are reject, override, add or multiply. |
| Billing Adjustment Amount 2 | This column is for designating the amount of the adjustment for the selected rule. | N | Values must be numeric. |
| Billing Adjustment Type 3 | This column is for designating the type of operation that will be carried out on the Billing Adjustment Amount 1 for the selected rule. | N | Valid values are reject, override, add or multiply. |
| Billing Adjustment Amount 3 | This column is for designating the amount of the adjustment for the selected rule. | N | Values must be numeric. |