Once you have:
- done the setup required for the budget to make calculations for you
- saved your Xactimate estimate as a PDF with Recap by Category as part of the estimate
- saved the estimate to the job file
.... then you are ready to import the numbers from the estimate into the budget.
Go to the Budget Manager and click Import from Xactimate. You'll see a list of all documents that have been added for the job. Pick the estimate if it's there, or click Browse for Estimate to find an external file if it's not there.
Chronicle does not import directly from Xactimate but rather Chronicle imports the numbers that are in the PDF under the section called Recap by Categories of the estimate(s). If there are supplements to the estimate, you must import them in the same way to pull in the numbers.