Purpose: This article is to provide users with an on demand payload to InEight in the scenario that the product fails and doesn't provide a resolution message. This will give the user the ability to download an exportable copy of the payloads.
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
BUDGETS PAYLOAD
- Go to InEight UI sandbox - https://sandbox-ineight.azurewebsites.net/
- Find your project I.E. 21-0873
- Click on the choose action drop down
- Click on Transfer Budgets
- Go to sandbox InEight - https://keeley-tst.hds.ineight.com/AppCore/UserLandingView
- Click on the 3 stacked lines icon
- Click on All Project and Organizations
- Find and Select your project
- Click on Workspaces
- Click on Audit Log
- Click on Import History
- Verify Budgets status is green and complete
- Go back to the user interface
- Click on the choose action drop down
- Select View Budgets Payload
- Select Copy to Clipboard
- Open up a Microsoft Word document and paste the copied information
ACTUALS PAYLOAD
- Go back to the choose action drop down
- Select Run Actuals
- Select your date stamp I.E. 3/24/22 for the example project
- Now you will click Import Actuals
- Go to InEight and click on the audit log
- Click on Import History
- Verify Actuals status is green and is complete
- Go back to the user interface
- Click on the Choose Action drop down
- Select View Actuals Payload
- Click copy to clipboard
- Open a word document and paste the copied information
COMMITMENTS PAYLOAD
- Go back to the choose action drop down
- Select Import Commitments
- Go to InEight and click on the audit log
- Click on Import History
- Verify Commitments status is green and is complete
- Go back to the user interface
- Click on the Choose Action drop down
- Select View Commitments Payload
- Click copy to clipboard
- Open a word document and paste the copied information