As a faster method of creating your cost budgets, you may also choose to import your data into UniPhi from Excel. The excel sheet may be configured by an individual, or by exporting a similar budget from UniPhi and then importing the extracted format into your required project.
1. Filter for the project you wish to work on from the Projects filter
2. Click on the Costs module and then Budget on the navigation bar.
3. Firstly, in order to generate an excel template which contains your cost code structure, click on Export.
4. Within the excel template, either copy/paste your budget from another system or spreadsheet in order to align it with the required format to import into UniPhi.
Note that the spreadsheet template has a name range called Budget which encompasses the rows and columns to be imported back into UniPhi.
5. Once you have filled in the budget spreadsheet template, click on Import in order to bring those values into UniPhi.
The most important thing to note here is that the Levels of information are structured so that Level 1 is captured in Column A under the heading Code1 and its description is captured under the Description1 heading. Level 2 must be indented so that is appears under the heading of Code2 with the corresponding description being noted under Description2. Multiple subsequent levels may be added so long as the same structure is used. For example, a sub-set of Preliminaries may be added by inserting a column called Code3, and Description3.
Data Entry
For each code, you may choose to enter either the Qty, Unit, and Rate and allow UniPhi to calculate the total for you, or you may enter in the Budget as a dollar figure.
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