Phasing can be imported from Excel to update the budget or the forecast. This reduces the need to enter data and duplicate work.
1. Filter for the project you wish to work on from the Projects filter
2. Go to the Costs module, then select Manual Phasing on the navigation bar
3. If not already shown, select the Chart of Accounts you want to work in from the Cost Codes filter.
4. Select the Import button to go to the Paste from Excel interface.
5. Select to import either Budget, Actual, or Forecast
6. Paste the month by month cash flow data from Excel into the area labelled “Paste Excel data here”.
7. When you paste the data, UniPhi will validate it for you. In the example below, columns that are not relevant are ignored, but the data cannot be imported because there is not a column with the Heading “Code” to tell UniPhi where to put the phased cash flow against the coding structure. To clear this and try again. Select Reset to clear these.
8. This time it has been pasted with a column heading containing “Code” that corresponds to the coding structure. Once again, irrelevant columns have been ignored and are greyed out. Each line of the import is ticked, indicating that it will be imported. Select Save to confirm the import.
9. All data imported will be shown in green. Select Close to complete and go back to the Manual Phasing view.
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