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For more information, contact your UniFocus Partner Relationship Manager.
Budgeting, Interfaces
Importing hours and rates adjustments to streamline the budgeting process (14786)
This release includes new functionality that enables batch-importing of hours and rates adjustments. These new features streamline the budgeting process when budgeting managers must add several hours and rates adjustments.
In previous releases, budgeting managers could only manually enter each hours and rates adjustment for a job and time frame using the Adjustment Wizard (Main Menu > Financial > Budgeting > Adjust Hours and Rates > Related Tasks). In this release, UniFocus has provided an Import Hours and Rates Adjustments CSV file that budgeting managers can use to add a batch of hours and rates adjustments for a property.
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Note: UniFocus recommends that budgeting managers first complete a CSV file that includes only the average rate adjustments, then they complete another CSV file that contains hours and rate adjustments that are not average rate adjustments. The first file contains only adjustments for which Y (Yes) is selected for Job Rate Override; the second file contains only adjustments for which N (No) is selected for Job Rate Override. |
Once CSV files are completed, budgeting managers can import them using the new Import Adjustments option in the Adjust Hours and Rates screen (Main Menu > Financial > Budgeting > Adjust Hours and Rates > Related Tasks).
For more information, see Importing hours and rates adjustments.
Labor
Restricting standard sets from being used to generate standards and/or projected hours (14418)
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