Importing Actual KBI Values

Owned by Julie Leake (Unlicensed)
Last updated: Jul 13, 2018 by Carissa Warnock (Unlicensed)

Budgeting has the capability of importing information from outside systems such as a PMS or other accounting systems, to populate the desired areas within the program. Importing 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

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 

RMS

technical support use only.

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 

RMS

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,

RMS

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

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

To import Actual KBI Values:

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
  3. In the Enter Actual KBI Values row, click Update/Start.
    The Enter Actual KBI Values screen appears.

  4. From the Related Tasks drop-down list, select Import KBIs.
    The Import Actual KBI Values dialog box appears.

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