Page Comparison

...

Field

Description

Notes

Select Period

Select the period for which the data is being imported.

Year

Displays the year for which the data was last imported.

Include Page

	_Read-only - FD textFDtext
	_Read-only - FD textFDtext

Type

Displays the type for which the data was last imported.

Include Page

	_Read-only - FD textFDtext
	_Read-only - FD textFDtext

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-ProductName
	RMS product name-ProductName

technical support use only.

Import from Folder

Import data from a folder.

Import Specific File

Import data from a specific file.

Import File

Imports the file into Budgeting.

Browse

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

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-ProductName
	RMS product name-ProductName

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_OKbutton - genericFD
	_OKbutton - genericFD

Cancel

Include Page

	_Cancel button - generic FDgenericFD
	_Cancel button - generic FDgenericFD

To import KBIs:

In the toolbar, click the Main Menu icon ( ).
From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab.
In the Enter Actual KBI Values Projections row, click Update/Start.
The Enter Actual KBI Values Projections screen appears.
From the Related Tasks drop-down menu, select Import KBIs.
The Import KBI's dialog box appears.
From the Select Period drop-down list, select a period.
Determine if the words Not Set appear below Interface Class.
- If the words Not Set do appear:
  1. Click Load Interface.
  2. Browse for your file and click Open.
- If something other than the term Not Set appears, proceed to Step 7.
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.
  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.
Click OK.
A message saying that the data has been successfully imported will appear in the bottom field.
Info
icon false
Note: A warning message will appear if the input file does not exist for the selected period.

Versions Compared