Budget Transfers

Visual Mapping

Exporting Budget Transfers to Foundation

To set up Budget Transfer imports to Foundation, you will need to follow the below steps:

Create DataGenie Importer for J/C Change Orders

If you have not yet set up a Data Genie for Imports in Foundation:

1. From the Foundation homepage, go to Genies --> Import:

2. In the ImportGenies window, select J/C Chg Order Import genie and then OK:

3. For Header Information, select Add All and then press Next:

4. For Detail Information, select Add All and then press Next:

8. Add a memorable name (e.g. Agave Budget Transfer Import). You can leave the remaining fields blank and press Finish:

Import Budget Transfers into Foundation

Let's say I want to export the following Budget Transfer to Foundation from my Project Management system:

1. After exporting a Budget Transfer, you should receive an email with two CSV files that you can import to Foundation (one for the headers, one for the line items). Open the email and download the files to your downloads folder:

2. Go to the Foundation homepage and select Job Costing:

3. Under Daily, select Import Change Orders:

4. Under the Criteria tab:

• For Import Name, select the DataGenie you created for Job Cost Change Order imports.
• Under Header Information, for Import Path and Filename, select the filepath for the CSV file you downloaded from the email in step 1 above. If you downloaded the file to your Downloads folder, the filepath is likely "M:\Users\Your PC Name\Downloads\date-BT-Header-Import.csv (e.g. "M:\Users\John\Downloads\2024-08-15-PCCO-Header-Import.csv").
• Under Distribution, for Import Path and Filename. If you downloaded the file to your Downloads folder, the filepath is likely "M:\Users\Your PC Name\Downloads\date-BT-Detail-Import.csv (e.g. "M:\Users\John\Downloads\2024-08-15-PCCO-Detail-Import.csv").

5. Select the Report tab. An import will now begin. If the import is successful, you will see a message like the below:

6. To confirm the Budget Transfer imported successfully, go to the Enter Change Orders window in Job Costing.

7. Enter the Job No and Change Order No for the Budget Transfer you imported.

8. Go to Record and select Retrieve:

The Budget Transfer Header and Line Items will now display in Foundation:

Foundation Budget Transfer Statuses

When importing or exporting Budget Transfers from/to Foundation, you will need to notify your Agave Account Manager which Foundation status value you would like to use as a default.

For reference, there are two status values that are typically used to distinguish Foundation Budget Transfers from Prime Contract Change Orders:

1. Estimate: this value is used to only make changes to the Original Estimate (Budget) in Foundation. It means the Change Order will not modify the Prime Contract.
2. Internal: this choice allows another sorting option when listing Change Orders in Foundation. However, it will not affect reports or Project totals.