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,Â
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.Â
Once the file is selected, Click Accept
Additional Information