Versions Compared

Old Version 2

changes.mady.by.user Frank Gambino

Saved on

compared with

New Version Current

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

Saved on

Key

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

About Importing Actual KBI Values

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 Actual KBI Values to manually enter actual KBI values.

...

Fields on the Import Actual KBI Values dialog box

FieldsDescriptions

Select Period

Allows you to choose

Select the period for which the data is being imported.

Interface Class

Displays the location and name of the interface used for the database. This field is

for Watson

for 

Include Page
RMS-ProductName
RMS-ProductName
technical support use only.

Import Path

If this field is active, Tech Support will tell you what to enter in this field.

Browse

Allows you to locate

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

Import

Tells Watson

Tells 

Include Page
RMS-ProductName
RMS-ProductName
to perform the appropriate tasks to import 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,

Watson

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

 

Importing Actual KBI Values

Note

Caution: You must configure the Interface to perform this action.

To import actual Actual KBI valuesValues:

  1. Choose the Actuals tab on the main screen.
  2. Click Enter Actual KBI Values in the task list. In the toolbar, click the Main Menu icon ( Image Added ).
  3. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
  4. In the Enter Actual KBI Values row, click Update/Start.
    The Enter Actual KBI Values screen appears.Select Import KBIs
  5.   from

    From the Related Tasks

    menu. The

    drop-down list, select Import KBIs.
    The Import Actual KBI

    Values screen

    Values dialog box appears.

  6. Select a period from the Select Period drop-down.
  7. Determine if the words Not Set appear below Interface Class.
    • If the words Not Set do appear:
      • Click the Load Interface button.
      • Browse for your file and click the Open button.
    • If something other than the term Not Set appears, proceed to Step 67.
  8. Click the Browse button and locate the file you wish to import per the instructions from Tech Support, if appropriate.
  9. Click OK.
  10. Click the Import button.
    A message saying that the data has been successfully imported will appear in the bottom field.
  11. Click the Close button.