Import budget from calculation
If you use EG Visual Calculation, EG MalerKalk, or SmartKalk, you have the option to import your summarized budgets from the calculation to the project budget in Xena.
The Calculation import app is installed via the Xena Appstore and is named 'Kalkulationsindlæsning'. This guide assumes that it is installed in your account.
Integration setup
The only information you need to create the integration to your calculation system from EG is your Xena company ID.
You can find this at the top of the address bar when you are logged into Xena. For example, it says https://my.xena.biz/Fiscal/000000/FiscalSetup. In this example, your company ID is the number 000000.
Enter this number:
- In Visual Calculation via the menu: Tools > Settings, choose the 'Xena' tab.
- In EG MalerKalk via the menu: Settings > General settings, choose the 'Xena' tab.
If you are using SmartKalk, you can skip this step.
Transfer calculation to project
- Open your calculation.
- If you are using Visual Calculation or EG MalerKalk, select the menu Functions > Transfer to project management > Xena.
- If you are using SmartKalk, select the menu Calculation > Upload calculation > to Xena.
- At the top left, select the desired level of detail.
- Also, select the project from Xena to which the calculation should be transferred.
- For each calculation item, choose the consumption type in Xena to which the sum should be transferred.
- Press 'Transfer'.
The calculation is now transferred to the project on the 'Budget' tab, where they can be edited/maintained directly afterward.
This is the simple budget form, where a few main figures are created, which can all be compared to realized costs/revenues on the project.
Extended budget?
We have created an extended integration for our calculation systems, where you get many more key figures to work with on your projects.
READ MORE: Extended budget from calculation.
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