The integration between Benchmark and Workbench is done with a flat file exported from a Benchmark project and can be imported either into a Workbench Job Budget or a Workbench Quote Costsheet.
The key to this integration is the data mapping for Workbench Activity Codes and Workbench Work Centre Codes.
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Budget must be created first.
Budget’s Input must be At Revenue & Cost Element (not At Cost Element, nor At Activity, Work Centre), which has a format of Revenue lines and cost lines under each Revenue line. The Revenue lines are Benchmark Project Items, and the Cost lines are the Benchmark Resources.
Import stored procedure is Benchmark Budget Import (wbImportBenchmarkBudget).
Import does not allow any lines that have a Line Cost = 0. This must be removed from the file first.
Tips to troubleshoot errors:
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