LMS has the capability of importing Use the Import Forecast KBIs task to import information from outside systems such as a PMS or other accounting system to populate the desired areas within the program.
Fields on the Import Forecast KBIs screen
| Field | Description | Notes | |||
Start Date | Select the start date for which the data is being imported. | ||||
| End Date | Select the end date for which the data is being imported. | ||||
Script | Displays the location and name of the interface used for the database. The information entered in this field is for
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Data File Path | Displays the name of the file to be imported. |
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Edit | Locate the desired data file that was created from an outside source. | |
Import | Initiates the import process. |
Running the
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Import Forecast KBIs task
- In the toolbar, click the Main Menu icon (
). - From the drop-down list, under the Labor section, select Planning.
The Planning screen appears in a separate tab. - Click Start/Update next to In the Import Forecast KBIs row, click Update/Start.
The Import Forecast KBIs in the task listscreen appears. Enter a Start Date and a End Date
manually or through the Date Selector icon (
).
Info icon false Note: You can use the ellipsis to select a date.
- Determine if the Script and Data File Path are correct.
- If the Script and Data File Path are empty: Contact UniFocus Tech Support.
- If the Script and Data File Path are incorrect: Click Edit and locate the appropriate Script and/or Data File Path.
- If the Script and Data File Path are correct: Click Import.
A message saying that the data has been successfully imported appears in the bottom field.
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