Purpose: The purpose of this document is to guide you through instructions on how to transfer commitments information from Sage300CRE to InEight

About InEight Integration: This website was created to provide an easy to use interface where you can manually control syncing of data from Sage300 CRE into the InEight product

Who is this for: Team Members with Admin role


  • Add project to InEight, the project ID and project external ID need to be the job number in Timberline. This controls the integration

    • UI for production: https://ineight.keeleycompanies.com/ 
      • Please note, this can only be accessed by those who have been added to the InEight AD group which right now is only Seth Knight
      • If you see a spinner for more than a few minutes, refresh the site
      • PLEASE READ: Running the transfer project will override the current estimates in the system, if you are just needed to add a WBS phase code please add manually via the InEight interface
      • Note: Budgets have to be run before you can run Actuals or Commitments
      • Once on the site, use the search option to find your Project in InEight - this website will automatically update with the projects from InEight. If you do not see your project, please refresh
    • Select the Import Commitments option (click only once, it will take a minute to run) 
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  • You will receive the following notification once the import has started, select okay


  • Select the "Workspace" option under "Controls" from the left navigation


Use the right facing arrow across the top menu to navigate to the Audit Log
  • Select import history from the left navigation


  • Verify Commitments show a status of complete
  • Once complete, refresh your browser and then navigate back to CBS using the main navigation


  • Select your Actuals dates. Then look for your WBS Phase Code and right click and select Actuals Details


  • Select the Commitments Tab - Verify your commitments total cost is correct