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About Importing KBIs

Budgeting has the capability of importing information from outside systems such as a PMS or other accounting system, to populate the desired areas within the program. Importing probably won't 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.

Terms & Definitions

Select Period

Allows you to choose the period for which the data is being imported.

Interface Class           

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

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technical support use only.

Import Path

Represents the name of the file to be imported.

Browse

Allows you to 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, 

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

 

Importing KBIs

To import KBIs:

  1. Choose the Budget tab on the main screen.
  2. Click the link for Forecast KBIs.
  3. Select Import KBIs from the Related Tasks drop-down menu.
  4. Select a period from the Select Period drop-down.
  5. 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 6.
  6. Determine where you wish to save the file, and perform either step a or step b below:
    1. Enter the Import Path including a name for the file.
    2. Browse to find the location where the file will be saved, enter a File Name for the file, and click OK.

  7. Click Import. 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.

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