Difference between revisions of "How to copy Budgets from one installation to another"
Jump to navigation
Jump to search
Line 1: | Line 1: | ||
== Overview == | == Overview == | ||
If you are installing a new version, run the [[upgrading]] process rather than a new installation process so that budgets get copied across automatically. | If you are installing a new version, run the [[Upgrading_BudgetLink |upgrading]] process rather than a new installation process so that budgets get copied across automatically. | ||
of this is not possible then you can copy budgets across using the steps below. | of this is not possible then you can copy budgets across using the steps below. |
Revision as of 21:58, 15 October 2015
Overview
If you are installing a new version, run the upgrading process rather than a new installation process so that budgets get copied across automatically.
of this is not possible then you can copy budgets across using the steps below.
- Start the old installing of BudgetLink;
- Now start Creating_Budget_Templates containing your budget data;
- Make sure that you click on Customise button to choose the budget and the year you want to copy from;
- Save the workbook in a location so that you can access from second installation;
- Now Start the new version to which you the the budgets to be copied into;
- Follow the steps to Import Budgets ;
- When prompted choose the budget from the template you just saved.