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’s Budget or a Workbench Quote Costsheet.
The key for this integration is the data mapping for Workbench Activity Codes and Workbench Work Centre Codes.
Benchmark currently derives the Workbench Activity Code from a configurable setting:
Directly from Resource Code, or
A mapping using the Resource Category
The most commonly used being 2-xxxxx
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
Technical details about the Resource data mapping between Benchmark and Workbench
A key rule used in this export file 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: