Note: All pages below are subject to having relevant Roles and Permissions.

Go to Modules, Finance and Finance Home Page.  Select Cost Centre Allocation from the Budgeting section.

In order to Import a Budget, it will need to be in the correct format.  To see compatible formats select Import.

Select you preferred format and select Example

This will show you the format required.

You can then add your own budget lines in this format.  Example below.

Once the budget is in the correct format you can Import.

Go to Modules, Finance and Finance Home Page.  Select Cost Centre Allocation from the Budgeting section.

Select Import.

Select the relevant format and select Choose File to Import.

Select the correct file, this will then take you to the File Analysis screen.

Any issues with file will appear in the File Validation Issues section.  Review these before you import the file, as these lines will not be in the import.

When there are no more – select Import.

Make sure you are happy to proceed with the import, then select Yes. 

Note: this will remove any manual profiling that has been completed.

Yours Cost Centre Allocation will be updated

Note:  It is necessary to include the profile monthly breakdown for the import.  It is possible to allocate all to All Month 1 (you may need to set this profile up – see How to use Budget Profile Models) and then amend to a different Profile Model as necessary once the import is complete.

It is also possible to add the Cost Centre Allocation manually – see How to Use Budget Allocation.

All Virements should be done manually after the Budget is fixed – see How to Manage Budget Virements.