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Directly from Resource Code, or
A mapping using the Resource Category
The most commonly used being 2-xxxxxis the Resource Code as Activity Code, and this is the one that will be explained below.
For the import to be successfull
Benchmark Project Resource Code must match Workbench Activity code
Benchmark Project Resource Cost Code must match Workbench Work Centre Code
Importing the file generated by Benchmark
The csv file generated by Benchmark can be imported into a Job’s Budget. Things to consider:
Budget’s input must be At Revenue & Cost Element (not At Cost Element, nor At Activity, Work Centre), which has Revenue lines and cost lines under each Revenue line. The Revenue lines are Benchmark Project Items, and the Cost lines are the Benchmark Resources.
Create remove any lines that ave a Line Rate = 0.
Technical details about the Resource data mapping between Benchmark and Workbench
A key rule used in this export file from Benchmark to Workbench relates to how Resources are classified and “mapped” between the two systems. The following Table explains this mapping and is provided for your information:
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