Required on the Excel Multiyear Budget Projection Import

Owned by Knowledge Assistant
May 15, 2024
1 min read
Description of Issue

What are the fields for the Excel Multiyear Budget Import?

Context

Define/Start Budget Projections

Import

Cause

Instructional

Resolution

The required fields on this template are:

  1.  GL Account- Must be the Full Long Account code

  2. Budget Year- Determines the year the amounts are imported into

  3. GL Budget Levels 1 -20 - Only the Levels that you want to see the amounts in for that Budget year need to be populated the unused levels can be left blank

GL Text is an optional field, if there is Text you want imported it would go in that column otherwise it can be left blank. 

Additional Information

Budget Projection - Excel Multiple Year Import.xlsx