MASTER ARTICLE - Importing budget projections and templates

Description of Issue

Importing budget projections and templates

Context
  • Budget

  • Import

  • Next year budget entry

Cause

Resolution

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