• In CMMB select the proper export (based upon the Chart of Accounts detail).
    • Export A And B will allow users to create accounts in Vista without the headers.
    • Tab Delimited will not create Accounts although there are Account headers.
    • The best export to use is Tab Delimited as it will read into any Vista Account structure; however, Accounts must exist in the COA.

  • If the show is on Vista Exchange, save the export file into: c:discdownload. After creating the file, the user will need to transfer the file to VE (via Start Tools Move Download (Receive) Files to VE).
  • Note: Vista does not recognize file names longer than eight characters. It replaces longer names with ~1. Vista can also throw an application error when the file names are too long. For best results, we recommend that the client keep the name under eight characters.
  • In Vista select Budget Movie Magic Budget Interface.

  • Clients should always backup before beginning the interface. Improper export formats can create bad accounts in the expl glm and act.
  • The process will stop if the user selects No.
  • There are four reports created during the import:
    • Budget Amts for Accts that Exist
    • Budget Amts for Accts that Do Not Exist (or are inactive as with the case with the header accounts)
    • Posted Budget Amts for Accts that Exist
    • Created Accounts
  • The user should look at the first two reports. Verify that the account structure is proper before answering Yes to creating accounts. The prompts come up quicker than the reports print. So, again, verify the accounts are correct before selecting Yes.

  • Clicking on NO will stop the process from completing; once corrected, the user must go through the complete process again to download the budget.
  • Note: Depending on how the budget is set up in CMMB, Fringes may not come over into Vista correctly; this can cause discrepancies between the CMMB file and the export file. Further items can cause discrepancies (such as contingencies), the best method to find differences is looking at the budget Topsheet and comparing it to the Summary Cost report.