Event 1 Integrator Help

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Budget Settings - Interface



Settings / Budget Settings

Interface Status

Do not interface
No budget data will be exchanged in any direction.
One way, Timberlne to Prolog
The 'Original Estimate' values from Timberline Job Cost will be used to update the 'Original Budget' values in Prolog Manager.  Specifically, the 'Original Budget' value from either JC-Category or JC-Cost Code records will be used for this purpose.  JC-Cost Codes will be used if Categories are no being tracked in Job Cost.
One way, Prolog to Timberline
The 'Original Budget' or 'Current Budget' value from Prolog Manager Budget records will be used to update the 'Original Estimate' value in Timberline Job Cost.  This option can only be used when the optional add-on has been purchased that allows budget information to be exchanged in this direction.
Bi-directional
This option provides a the ability to transfer budget information from Timberline Job Cost to Prolog Manager and also from Prolog Manager to Timberline Job Cost.  This option can only be used when the optional add-on has been purchased that allows budget information to be exchanged in this way.  This option is only intended to be used when 'Extras' are being tracked in Timberline Job Cost.  In this case, the budget for the base job will flow one direction while the original budget for Extras will flow in the other direction.

Allow override

This box controls whether the user will have the ability to turn this interface off for a given run while in the 'Determine Modifications' wizard.  If this box is checked, the user will be able to uncheck the option representing the Budgets interface so that budgets are not exchanged on that run.  If unchecked, the user will be unable to prevent budgets from being exchanged.  If the Interface Status is set to Do not use and this box is unchecked then the Budgets interface will not be shown in the 'Determine Modifications' wizard.

Retain history of exchanged data

If this box is checked, each modification performed for either the Timberline or Prolog Manager database will be logged in a "History" table in the Integrator database.  This information can be used for auditing and reporting purposes although no standard reports are included for this purpose.

Save

Click this button to save the settings contained in this window to the Integrator database.

Cancel

Click this button to dismiss this window without saving changes to any of the settings.

See Also

Content updated 5/25/2011

Copyright © 2011 Event 1 Software, Inc.  This documentation may not be copied in full or in part without written permission from Event 1 Software, Inc.