In this guide, we show:
- How to Import a Budget into Cost Centre Allocation
- How to Export a Budget from Cost Centre Allocation
Access: The minimum permissions required to complete a Budget Import and Budget Export are found in the Finance Module section Config > Setup > Roles & Permissions
Pre-requisites: In order to Import a Budget into Cost Centre Allocation, or Export a Budget from Cost Centre Allocation, the required Financial Year must be set up and opened, and a Budget Scenario must also be set up
Related Guides:
This Guide is part of the Budgeting Module User Guide
The previous guide in the Budgeting Module User Guide is: How to Allocate a Budget in Cost Centre Allocation
The next guide in the Budgeting Module User Guide is: How to Fix a Budget in Cost Centre Allocation
How to Import a Budget into Cost Centre Allocation
To begin, go to Module > Finance > Budgeting > Cost Centre Allocation
Select the Budget Scenario from the drop down that you wish to Import to
Click on the Import icon
Select the file format for your Import
Clicking on Example gives an Example File that demonstrates the required layout and format
When satisfied the file to import matches the required criteria, click Choose file to import
Select the file from the file location and click Open
Review the data in the File Analysis, paying attention to any File Validation Issues
If there are File Validation Issues, these will need to be addressed in the original CSV or Excel file. Re-save the file before reattempting the Import
If the File Analysis is satisfactory click Import
Please review the Confirmation Warning and click Continue to proceed
The Data can then be reviewed in the Cost Allocation Screen
How to Export a Budget from Cost Centre Allocation
It is possible to Export a Budget from Cost Centre Allocation. A key reason for doing so is to be able to analyse and edit the Budget in an Excel Spreadsheet. It can then be Imported as an Amended Budget for that year, or as a Budget for a future year
To begin, go to Module > Finance > Budgeting > Cost Centre Allocation
Select the Budget Scenario from the drop down that you wish to Export from
Click on the Export icon
The Budget will be Exported to the Downloads Folder and is openable as an Excel Spreadsheet
Remember to keep the same layout and format for successful re-importing of the file
The next guide in the Budgeting Module User Guide is: How to Fix a Budget in Cost Centre Allocation