Budget > Maintenance > Budget Import
Comma Separated Text Files (CSV) can be used to create and update budgets. To download the CSV template click the "Get .CSV Template" link at the bottom of this page. Data imported will be validated just the same was as if it was entered in the front end. If any errors are encountered they will be displayed along with the row number in the source file, the row number includes the column headers so the first data row will be on line 2 and if there is an error on this line it will show as line 2. The first line of the import file is considered the column headers and is therefore omitted. Upon a successful import the screen will display how many budgets and periods where updated and/or created.
Import File
Clicking this imports the specified file.
Get .CSV Template
Clicking this downloads the CSV Template from WorkPlace.
Browse or specify the file to import. This file must have the columns in the same order as the CSV Template.