Actual KBI Mapping screen
Use the Actual KBI Mapping screen to map KBI data collected from external reports to relevant KBIs that are already configured in the Unifocus software.
Fields on the Actual KBI Mapping screen
# | Field | Description | Notes |
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1 |
Mapped KBIs pane | ||
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Type |
Filter the Mapped KBIs list to display:
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Search |
Search the list for an existing mapped KBI. The table automatically updates to meet the search criteria. |
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Mapped KBIs list |
Name and code of KBIs that are mapped to a revenue center. |
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Add KBI |
Opens the Add KBI Mapping dialog box in Actual KBI Mappings where you can map a KBI to a revenue center. This allows actual data to flow to Labor and/or Budgeting. For example, if you have a revenue line for Breakfast, you can associate the line with the Breakfast KBI so that when you enter data from external systems, the data is flowed to the appropriate Actuals field for the Breakfast KBI. |
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Exclude KBI |
Deletes all mappings and removes the selected KBI from the list. Note: You cannot exclude a KBI that contains revenue data. |
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Right pane | |||
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View Imported Data |
Opens a separate tab where you can view imported revenue data. |
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2 |
Details |
Expand this section to add, edit, or remove a revenue center period mapping. |
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Map to RC Period |
If selected, the Map to Revenue Center configuration options appear. |
You must select this check box to map a revenue center period to the KBI. |
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Path |
Opens a drop-down list where you select the revenue center period that you want to map the KBI to. |
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Revenue Center Period Info |
Displays start times and end times for each day of the week in the selected revenue center period. |
Required. |
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Ignore RC Period Times |
If selected, flow data is imported for the entire day, rather than only for the time range of the revenue center period. | ||
Include Flow Plan |
If selected, flow data is imported into KBIs that are mapped to the revenue center period and the selected flow plan. |
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Flow Plan |
Opens a drop-down list where you select the flow plan that you want to include. For more information, see Flow Plans. |
If Include Flow Plan is selected, this field is required. |
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3 |
Mapped Lines |
Use this section to add, edit, or delete mapping lines. |
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Add Line |
Adds a line to the table where you determine which lines of data from the source report will flow to the mapped KBI. |
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View Daily Values |
Opens the View Daily Values screen. The screen is automatically filtered to display values for the KBI you selected on the Actual KBI Mapping screen. |
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Mapping lines table |
Displays lines of data from the source report that flow to the mapped KBI. You can edit details directly in the table. |
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