Video - InEight Control - Sync Overview

TRANSCRIPT

Welcome to InEight Control.

This video demonstrates how to synchronize data between InEight control and

other applications. From the actions menu,

you can synchronize data with other applications.

These other applications include InEight Plan or your E R P

system.

Note that you have several options to push your C B S structure and budget,

live forecast, actual quantities,

or all of the above to your E R P system.

You can also get quantities from plan either up through the previous pay period

or up to today's date. Quite typically,

your actuals,

costs and man hours interface from InEight Plan to your E R P system.

You can then get your actual costs and man hours from your E R P,

which imports them into control.

Select Push c b s structure, budget, live forecast,

and actual quantity. To send all that information to your E R P system.

A message appears informing you that the sync has been initiated

From the actions menu, select Get Quantities

job to date,

a message appears indicating that the sync has been initialized.

Click on the audit log tab,

then select integration on the left to check the status of your syncs.

Once completed,

they'll have a status of succeeded when not yet completed.

They'll have a status of cued should a sync fail.

You can click on either processing details

to see more details about the step it's on,

or you can click on the link for the log handle,

which opens key information you can send to support to troubleshoot the issue.

Well,

that's a quick overview of how to synchronize data between InEight control and

other applications. Thanks for watching.