In this guide, we will show you how to Import a Budget into Cost Centre Allocation.
Access: The minimum permissions required to complete the Budget Import are found in the Finance Module of Config>Setup>Roles & Permissions.
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Pre-requisites: In order to Import a Budget into Cost Centre Allocation the required Financial Year must be set up and opened, a budget Scenario must also be set up.
Related Guides:
- How to Create a New Financial Year
- How to Fix a Budget in Cost Centre Allocation
- How to Allocate a Budget in Cost Centre Allocation
To begin, go to Module>Finance>Budgeting>Cost Centre Allocation
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Select the Budget Scenario from the drop down that you wish to Import to.
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Click on the Import icon.
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Select the file format for your Import.
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Click Choose file to import.
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Select your file from your file location and click Open.
Review the data in the File Analysis, paying attention to any File Validation issues.
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If there are File Validation Issues, these will need to be addressed in the CSV or Excel file imported and re-saved before reattempting the Import.
If the File Analysis is satisfactory click Import.
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Please review the Confirmation Warning.
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Click Continue if you want to proceed.
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The Data can then be reviewed in the Cost Allocation Screen.
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