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.
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Fields on the Import Actual KBI Values dialog box
| Fields | Descriptions |
Select Period |
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
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Import Path | If this field is active, Tech Support will tell you what to enter in this field. | |
Browse |
Locate the desired data file (that was created from an outside source). | |||||
Import | Tells
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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,
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Importing Actual KBI Values
| Note |
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Caution: You must configure the Interface to perform this action. |
To import actual Actual KBI valuesValues:
- Choose the Actuals tab on the main screen.
- Click Enter Actual KBI Values in the task list. 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 row, click Update/Start.
The Enter Actual KBI Values screen appears.Select Import KBIs - from
From the Related Tasks
menu. Thedrop-down list, select Import KBIs.
Values screen
The Import Actual KBIValues dialog box appears.
- Select a period from the Select Period drop-down.
- 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.
- If the words Not Set do appear:
- Click the Browse button.
- Click OK.
- Click the Import button.
A message saying that the data has been successfully imported will appear in the bottom field. - Click the Close button.