Exporting datasets in Budget Utilities

Use this task to export your budget from Unifocus Budgeting so that you can then import it into your accounting system (where you compare P&L to budget).

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select Financial > Budgeting.
    The Budgeting Dashboard screen appears.

  1. In the Budgeting menu pane, select Budget Utilities (  icon  ) > Export Dataset.
    The Export Dataset dialog box appears.

    Fields on the Export Datasets dialog box

    Field Description Notes
    Selected Properties

    Search

    Search for a property.

    Property list

    List of all available properties.

    This list displays only the properties to which you have access.

    control  control

    Expand/Collapse

    control—Expands the Selected Properties pane.

    control—Collapses the Selected Properties pane.

    Default: Pane is expanded.
    Dataset information

    Data File

    Select the Data File check box to export the dataset to the My Processes screen. 

    Connect URL

    Select the Connect URL check box to export the dataset to the configured web address.

    File Name

    Name of the export file.

    Add the file extension in the name. For example, export.csv.

    Append property code to file name

    Select to append the property code to the file name.

    This selection is only relevant if you are exporting multiple properties. If you are exporting multiple properties, select this option.

    Append year to file name

    Select to append the year to the file name.

    This selection is helpful if you are keeping historical records.

    Year

    The year to which you will export data.

    Dataset

    Select the types of datasets to include. Options include:

    • System-Defined Datasets—Selecting this option opens a field for selecting system-defined datasets that are shared across the selected Property locations.

    • User-Defined Datasets—Selecting this option populates the Selected Properties table with user-defined datasets at the selected properties.

    If System-Defined Datasets is selected, the Select Dataset field appears.

    Select Dataset

    Select a system-defined dataset, that is, a dataset that is shared across the selected Property locations. The Selected Properties table updates with all selected properties that share the dataset.

    This field appears only if System-Defined Dataset is selected.

    Dataset table

    This table is populated with your selected datasets to be exported.

    • If you selected System-Defined Datasets as the Dataset type, the table displays the selected system-defined datasets (from the Select Dataset field) that are shared for the selected properties for the selected year.

    • If you selected Individual Datasets as the Dataset type, the table displays the user-defined datasets for the selected properties. If necessary, you can then edit the individual datasets.

    Dataset values:

    • Read-only if you selected System-Defined Datasets.

    • Editable for each Selected Property if you selected User-Defined Datasets.

    Cancel 

    Closes the dialog box without applying your changes.


    Export

    		 Exports the selected datasets and closed the dialog box.

  2. In the Selected Properties sections, select the properties to include in the export. To search for specific property, enter the name in the Search field.

    Note: If the Selected Properties section is collapsed, select the expand ( button ) button.

  3. The Selected Properties table updates with your selections.

  4. (Optional) Select Data File to export the dataset to the My Processes screen. 

  5. (Optional) Select Connect URL to export the dataset to the configured web address.

  6. In the File Name field, enter a file name for the export file.

  7. (Optional) If necessary, select one or both append options:

    • Append property code to file name—Select to append the property code to the file name. This selection is only relevant if you are exporting multiple properties. If you are exporting multiple properties, select this option.

    • Append year to file name—Select to append the year to the file name. This selection is helpful if you are keeping historical records.

  8. From the Year drop-down list, select the year to which you will export data.

  9. Select one of the following Dataset options:

    • Shared Datasets—Selecting this option opens a field for selecting system-defined datasets that are shared across the selected Property locations.

    • Individual Datasets—Selecting this option populates the Selected Properties table with user-defined datasets at the selected properties.

  10. If you selected Shared Dataset in the step above, select an option from the Select Dataset drop-down list. These options are the system-defined datasets that are shared across the selected Property locations.
    The Selected Properties table updates with all selected properties that share the dataset.

  11. Select Export.
    Your datasets are exported. 
    When the process is complete, a message appears with a link to retrieve the file. If the file is a “zipped” (compressed) folder, you will need to unzip the folder to extract the individual files before moving them to their destination folder. You can also retrieve the file from the My Processes screen. For more information, see My Processes.