Importing KBIs in the KBI Projections screen

To avoid manual entry of KBIs on the KBI Projections screen, you can import KBIs from an external system. 

Prerequisite: Importing KBIs in the KBI Projections screen is available only if the Import Budget Forecast KBIs interface is configured.

Prerequisite: Before importing KBIs, you must first export a file from your external system to your computer.

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

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

3. In the Budgeting menu pane, select KBI Projections (    ).
   The KBI Projections screen appears.

4. Select Import KBIs.
   The Import KBIs dialog box appears.

5. Select the Period for which to import KBIs.
   

   Note: Selecting an import period is not required for all types of interfaces. For interfaces that do not require a period, the entire year is typically imported. (If a file contains all 12 periods, selecting a period is not usually required because all the data is imported. If a file contains less than a year's worth of data, you are often required to specify the period into which it will be imported.)

6. Select Choose File.
   A file manager window appears.

7. From your file manager, select a file with your KBIs and select Open.
   The name of the selected file appears next to the Choose File button.

8. Select OK.
   The screen updates with your imported KBIs. 

Note: Although the import process includes a recalculation, Unifocus recommends recalculating the budget again after you review imported data. For more information, see Recalculating the budget in the KBI Projections screen.