MASTER ARTICLE - Importing budget projections and templates

Importing budget projections and templates

• Budget
• Import
• Next year budget entry

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 Data, Import 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

Budget Projection Import Templates for Version 20181 and Above 

Budget Detail Import Template - DefineStart Budget Projection - Import - Detail Template

Budget projection import error - Budget for fund balance not selected

How to import budget projections in the standard import format