Versions Compared

Old Version 5

changes.mady.by.user Carissa Warnock (Unlicensed)

Saved on

compared with

New Version 6

changes.mady.by.user Carissa Warnock (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Budgeting has the capability of importing information from outside systems, such as a PMS or other accounting systemsystems, to populate the desired areas within the program. Importing probably won't would not enter all your actuals; you will need to manually enter any data that the importing process doesn't provide.

If you are unable to import data, you should proceed to Manually Entering Data to enter actual KBI values.

...

Fields on the Import Budget KBI's dialog box

FieldDescriptionNotes

Select Period

Allows you to choose

Select the period for which the data is being imported.


Year
Interface Class           
Displays the year for which the data was last imported.

Include Page
Read-only - FD text
Read-only - FD text

TypeDisplays the type for which the data was last imported.

Include Page
Read-only - FD text
Read-only - FD text

Interface Class           

Displays the location and name of the interface used for the database. The information entered in this field is for 

Include Page
RMS product name
RMS product name
technical support use only.


Import

PathRepresents the name of the file to be imported

from Folder

Import data from a folder.


Import Specific FileImport data from a specific file.

Import File

Imports the file into Budgeting.

Browse

Allows you to locate

Locate the desired data file (that was created from an outside source).

Import

Imports the file into Budgeting.


Load Interface

Loads new or updated interfaces for file import and/or export, which have been created by UniFocus at the user's request. Generally, 

Include Page
RMS product name
RMS product name
technical support will inform you of when you will need to use this option. Each interface needs to be loaded into your database.


OK

Include Page
OK button - generic FD
OK button - generic FD


Cancel
Include Page
Cancel button - generic FD
Cancel button - generic FD

 

To import KBIs:

  1. Choose the Budget tab on the main screen.
  2. Click the link for Forecast KBIs.
  3. Select Import KBIs from In the toolbar, click the Main Menu icon ( Image Added ).
  4. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
  5. In the Enter Actual KBI Values row, click Update/Start.
    The Enter Actual KBI Values screen appears.
  6. From the Related Tasks drop-down menu.Select a period from , select Import KBIs.
    The Import KBI's dialog box appears.
  7. From the Select Period drop-down list, select a period.
  8. Determine if the words Not Set appear below Interface Class.
    • If the words Not Set do appear:
      1. Click the Load Interface button.
      2. Browse for your file and click the Open button.
    • If something other than the term Not Set appears, proceed to Step 67.
  9. Determine where you want to save the file, and perform either step a or step b below:Enter the Import Path including a Do one of the following:
    • In the Import File field, enter the name for the file.
      Or
    1. Click Browse to find the location where the file will be saved, enter a File Name for the file, and click OK.
    Click Import.
    1. .
      The Open dialog box appears.
    2. Use the fields as necessary.
    3. Click Open.
      The Open dialog box closes and the file name appears in the Import File field.

  10. Click OK.

    A message saying that the data has been successfully imported will appear in the bottom field.

    When you choose Adjust by Percent you will enter your values in whole numbers. For example, if you want to increase the rate by 50 percent, you would enter 50 rather than .50. To decrease the rate by 50 percent you would enter -50
    Info
    Important Information
    iconImportant Information
    false

    Note: A warning message will appear if the input file does not exist for the selected period.