Mapping Imported Actuals

The import should map most items to their corresponding line items. However, there can be some instances where actuals are not mapped for numerous reasons, such as an incorrect identifier, and are unassociated with the corresponding line item. In that case, Sheila must manually map the actuals to the correct line item.

    1. On the Budget tab, select map (x) in the Actuals column in line with your desired investment plan.

      2. Note: The number x in brackets of map (x) indicates how many actuals need to be mapped.

    2. In case the Map screen shows many data to map, select the import you want to map in the Import to map drowpdown in the top left corner of the screen.

    3. Map an actual:

      • If there is no PO data available that can be used to perform an automated mapping to the associated line items:

        1. Choose the appropriate values in the Investment Plan, Category, and Line item columns to which the unmapped actuals belong.

          2. Note: If there are no category groupings or line items in the investment plan, those fields will remain blank, and the actual will be mapped at the investment plan level.

        2. Click the Map (1) button.

        3. Repeat steps a and b for every record that needs to be mapped.

      • In case you know that matching POs within the same level of hierarchy are available:

        1. Click Map All to PO in the upper right corner of the Map Actuals screen.

          2. The action proposes line items with matching POs. The Investment Plan, Category, and Line item columns will be filled accordingly.

        2. Check the entries in the Investment Plan, Category, and Line item columns for a record.

          • If the entries are correct, select a row and click Map (1).

          • If the entries are not correct, adopt the mapping and click Map (1).

        3. Repeat step b until all records are mapped

    You have mapped the actuals.

Multiple actuals can be mapped to a single line item by bulk mapping.

  1. On the Budget tab, select map (x) in the Actuals column in line with your desired investment plan.

    2. Note: The number x in brackets of map (x) indicates how many actuals need to be mapped.

  2. On the Map Screen, select all records that should be mapped in bulk by holding Ctrl/Command and single clicking the individual actuals.

  3. Click Bulk Map (x).

    4. Note: The number x in brackets indicates how many actuals will be mapped to a single line item.

  4. In the Bulk Map menu select the Investment Plan, Category, and Line item the actuals are associated with.

  5. Click Map at the bottom of the menu.

All selected actuals are mapped to the selected line item.