A. Import Job Budget from Cabinet Vision

1. Prior to importing Job from Cabinet Vision, Tractivity Activity Codes must be entered into coinciding

labor table activities in CV Job file.

a. Open CV job file.

b. With CV Job Reports Tab open, select Bid Center button on left.

c. Select Labor from the View Mode drop down menu near the top of the screen.

d. Choose appropriate table from Labor dropdown on left pane.

e. Select the small icon above the Labor dropdown field to display the Edit Labor Schemes table.

f. Edit Name in Labor Scheme by adding corresponding TracManager Activity Code as prefix

followed by space. (EX. 2001 Design)

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g. Select <Close> at the bottom right when complete. Only Labor Activities with corresponding

Activity Codes will be imported correctly into TracManager. 2. a. Job Notes may be entered in the CV Job Record Information tab for import.

3. Select <Return> or Open Cabinet Vision Job file and select Reports tab

4. Select the Post to TracManager button on the left menu.

5. Enter the Material Paths will automatically populate the TracLink window briefly as it retrieves materials. (This view will vary depending upon CV version.)

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6. a. From the upper left corner select Menu and choose Import Options. Accessories and Moulding may be imported. New items may be created in TracManager and Labor Methods may be specified.

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b. Click on the Menu to Configure Field Map:

c. Select Tractivity field desired for importing notes:

d. <OK> 7. Corresponding UOMs will need to be assigned during the first Job import from CV.

8. Verify Revenue, Date In, Earliest Start & Date Due.

9. Choose appropriate Labor and Material Import options using selectors. Buy Out items may now be included in materials import.

10. Choose Workgroups with whom to share Job in Help Lists.

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11. Select whether to charge materials now or later.

12. <Accept> Import

13. The new Job Budget will now display under the Job Budget tab.

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II. Budget Templates

A. Once a Budget has been created, it may be saved as a Template for future use on similar jobs.

1. From the Job Budget Center>Job Budget Summary, Left Click in the Job Budget and drag across

the detail lines with mouse to highlight them.

2. Right Click the mouse with Budget items highlighted and Save As Template.

3. Enter Name for the Template, <OK>.

B. Select a Budget Template to Load

1. From Budget Center>Menu>Open>Load Template

2. Select Saved Template from list and select <OK>

3. Quantities can be increased on each the line item by changing the Multiplier factor. Instead of

changing quantities for duplicate products one at a time, use the multiplier to change line items

for multiple quantities of the same product.

4. If importing labor/material requirements from CV and Labor/materials from template, load

template prior to importing CV Job and make appropriate selections on the CVLink for modifying

the Budget.

5. To Delete or Rename a Budget Template: Select from the Select Open> Load Template. Select

the Budget Template from the list and click Rename or Delete. Enter the new name for the

Template and click OK to save the change or confirm Delete.

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C. Load History from Job

1. From Budget Center>Menu>Open>Load Actual History and select from This Job or Another Job

2. If choosing History from a different Job, select the Job from the list window and select <OK>

3. Modify line items as needed.

III. Release Materials: After Budget is imported or created, the Materials required for the Job may be

released to Purchasing.

A. Navigate to Job Cost Analysis>Jobs/Customers>Job Center

B. Select the Job/Phase from the list pane and choose the Job Budget tab

C. Select the <Release Materials> button at the top of the screen.

D. A new window will display all Materials Budgeted and the status of each along with additional

details.

E. Select <Apply/Close> to release the Materials to the Purchasing Manager for procurement.

F. Return to Materials & Inventory> Purchasing>Purchasing Manager to complete the Purchasing

process.

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G. Purchases related to a specific Job/Phase may then be viewed from the Job Center> Job POs tab.

IV. Budget Reports

A. Job Budget Summary /Shop Traveler Report

1. From Time & Payroll>Customers/Jobs/Budgets>Job Budgets

2. Select the Job from left pane and select <Print> button

3. Choose Budget Summary or Shop Traveler.

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4. Selected report will display in Report Viewer for printing.

B. Labor & Materials Cost Report

1. From the Report Center select Cost Analysis>Jobs>Labor & Material Cost>Job Labor Fields>Job

Code and select preferred Job and <Apply>

2. <Create Report>

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C. Profit Summary

1. From Job Cost Analysis Module select Reports>Profit Summary.

2. From Summary Type dropdown select Job Labor Budget.

3. Make Job type selection from Filter Selection dropdown.

4. Select Report Choice (Budget Variance or other) and <Refresh>