SI-CRE-TOOL14 Update Project Data

Applies to

• Product version: Velixo NX
• ERP: Sage Intacct
• Functional area: Project, Other
• Industry: Construction
• Plan: All
• Template type: Production Report template

Description

The SI-CRE-TOOL14 Update Project Data template is a tool specifically created for the construction industry. Its main purpose is to simplify the process of updating important project information from Excel to Sage Intacct. This tool makes managing project data easier by enabling bulk updates and ensuring data accuracy.

Important: As this template enables bulk updating of Project records, please always check your modified data prior to writing data back to Sage Intacct.

Coverage

This workbook includes the following sheets:

Typical audience

The typical users of this type of report are Finance professionals: Accountants, CFOs, Controllers and Project managers.

Features

The following features are used by this report. To use this report, please ensure that your Velixo license includes all of them, (or contact Support or Sales):

• List functions
• Query functions
• Writeback function

Preview

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Documentation

The SI-CRE-TOOL14 Update Project Data template is created for simplicity, versatility, and efficiency, making it easy for users to update important project information. Specifically designed for the construction industry, this tool allows for quick mass updates of project data directly into Sage Intacct. It comes with built-in writeback functionality, facilitating fast and accurate transfer of updates from Excel to Sage Intacct, ensuring data consistency and reducing manual effort.

Filters

• Entity: a dropdown list containing all entities on Sage Intacct.
• Project: a dropdown list of all available projects in the Sage Intacct instance and serves as the sole filter in the template. If no project code is selected, the template will display all available project cost codes within the Sage instance.

Data Table

To ensure a seamless writeback process to the Sage Intacct instance, the template includes a data table divided into two categories:

• Read-only data value: this category includes data that cannot be edited, ensuring critical information remains accurate and consistent. The column headers for this data are distinguished in blue for easy identification. To view all available attributes of a project more comprehensively, users can collapse the grouped columns in Column I.

• Editable data values: this category includes data that users can change as needed, providing flexibility within the template. The column headers for this data are highlighted in dark blue. The editable data values mirror the format used in Sage Intacct record forms, ensuring users are familiar with the interface.

User Guide

Using the report

Now that we've covered the report overview, let's dive into a step-by-step guide on effectively utilizing the report.

• Set the Connection Name on the Options sheet: crucial for all processes, set the Connection Name on the Options sheet by updating cell A2. Ensure it matches the name used during Velixo application login.

• Update the Options Sheet: as the foundation for the filters on the main report, keep the Options sheet up to date. It should always and automatically capture the latest dimensions and structures from your Sage Intacct instance.

• Proceed to the primary worksheet and select the necessary filters corresponding to the project you wish to refresh the data for.
  • Entity
  • Project

• Selecting a filter will automatically update the table. Modify or update the existing details in the editable columns as needed.

• Once you've updated the table, initiate the Velixo writeback process.

• After a successful upload, the status in Column A (Writeback Status) will change to 'Line uploaded'.

Important: To prevent Velixo from uploading blanks when details in editable values are removed, ensure you only update necessary projects and their attributes. Leave unchanged items as they are.

Version History