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 Data to enter actual KBI values.

Fields on the Import Budget KBI's dialog box

Field	Description	Notes
Select Period	Select the period for which the data is being imported.
Year	Displays the year for which the data was last imported.	Read-only.
Type	Displays the type for which the data was last imported.	Read-only.
Interface Class	Displays the location and name of the interface used for the database. The information entered in this field is for RMS technical support use only.
Import from Folder	Import data from a folder.
Import Specific File	Import data from a specific file.
Import File	Imports the file into Budgeting.
Browse	Locate the desired data file (that was created from an outside source).
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.
OK	Applies your selections and closes the dialog box.
Cancel	Closes the dialog box without applying your selections.

To import KBIs:

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 KBI Projections row, click Update/Start.
The KBI Projections screen appears.
From the Related Tasks drop-down menu, select Import KBIs.
The Import KBI's dialog box appears.
From the Select Period drop-down list, select a period.
Determine if the words Not Set appear below Interface Class.
- If the words Not Set do appear:
  1. Click Load Interface.
  2. Browse for your file and click Open.
- If something other than the term Not Set appears, proceed to Step 7.
Do one of the following:
- In the Import File field, enter the name for the file.
  Or
1. Click Browse to find the location where the file will be saved.
  The Open dialog box appears.
2. Use the fields as necessary.
3. Click Open.
  The Open dialog box closes and the file name appears in the Import File field.
Click OK.
A message saying that the data has been successfully imported will appear in the bottom field.
Note: A warning message will appear if the input file does not exist for the selected period.

LMS Documentation 9.x

Importing KBIs

Fields on the Import Budget KBI's dialog box