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  3. How to Import a Budget into Cost Centre Allocation

How to Import a Budget into Cost Centre Allocation

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.


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:

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.

Import icon

Select the file format for your Import.

File format

Click Choose file to import.

Choose file to import

Select your file from your file location and click Open.

Review the data in the File Analysis, paying attention to any File Validation issues.

File Analysis

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.


Please review the Confirmation Warning.

Confirmation Warning

Click Continue if you want to proceed.


The Data can then be reviewed in the Cost Allocation Screen.

Cost Allocation Screen
Updated on November 13, 2023

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