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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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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Benchmark configuration:
Attached is a document from Benchmark with the steps on how to configure Cost Codes, the integration, and how to create the export file. It is highly recommended that you check Benchmark’s user documentation first, to make sure you check the latest documentation, however, this document version will suffice to understand the steps required to be done in Benchmark.
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