Define Start Budget Projection selection for Budget Amount field failed to bring in amounts

Site reports zero or missing budget amounts for accounts when compared to option selected in Define Start Budget Projection

Munis

Budget Projection Import

• Account Master General Ledger Account flagged with option "Require Budget Detail"
• Account Master General Ledger Account Amounts are zero and it correctly pulled zero as it was instructed by user in Define Start Budget Projection for Budget Amount option.

• To satisfy the Account Master Account restriction "Require Budget Detail"
  • Use Define Start Budget projection to Gen (Generate) a new projection but use the option Include detail
  • Import Budget Projection using the Budget Detail Import Template
• Remove Account Master Account restriction "Require Budget Detail" for needed accounts.
  • Use Global Update if multiple accounts need to be updated at once.

• Define Start Budget Projection options for Budget Amounts:
  • Next yr req level 1
  • Current yr original
  • Current yr revised
  • Current yr actual
  • Prior yr original
  • Prior yr revised
  • Prior yr actual
  • Prior yr 2 original
  • Prior yr 2 revised
  • Prior yr 2 actual
  • Prior yr 3 original
  • Prior yr 3 revised
  • Prior yr 3 actual
  • Current yr revised, no CFWD
  • Prior yr revised, no CFWD
  • Prior yr 2 revised, no CFWD
  • Prior yr 3 revised, no CFWD
  • Prior yr remaining avail bud
  • Remaining available budget
  • Zero budget amounts
• Grant Permission to Generate a Budget Projection