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Financials > Budget Processing > Define Start Budget Projection, Import

Fill in the appropriate information, 

  • Projection number
  • Projection year - defaults to Next year according to GL Settings current year)
  • Import data year
  • Description
  • Current access level
  • Budget type
  • Budget years to view
  • Include projection in budget cube data
  • Entity code
  • Include cash accounts
  • Budgetary type
  • Import DataImport Format
  • Set projected actual to import amount
  • Detail import file

Select the appropriate Import format and then search for the file

Once the file is selected, Click Accept




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