Overview

Account pricing can be configured directly within Alloy using the Account pricing manager. You can also import pricing data that can be used to insert, update, merge or replace account pricing data. This can be a quick method to enter large amounts of pricing data into the system.

Note

The following procedure assumes that work items and teams have been created within your project.

Preparing account pricing data

We recommend you use CSV formatted files to import account pricing data. There are two parts to the account pricing data that you can import:

To facilitate the creation of import files you should use a Account pricing export report to create template files for each team within your system. These files include all the team, work item and account pricing IDs that are required for the import. For existing teams that already have account pricing configured the report includes all the pricing data.