Difference between revisions of "How to copy Budgets from one installation to another"
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== Overview == | == Overview == | ||
If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a New Installation process. | If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a [[ Installing_BudgetLink|New Installation process]]. | ||
If this is not possible then you can copy budgets across using the steps below. | If this is not possible then you can copy budgets across using the steps below. | ||
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# '''[[Creating_Budget_Templates|Create Budget Templates]]''' containing your budget data; | # '''[[Creating_Budget_Templates|Create 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; | *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 | #Save the workbook in a location so that you can access from new installation; | ||
# Now Start the new installation to which you want the budgets to be copied into; | # Now Start the new installation to which you want the budgets to be copied into; | ||
# Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; | # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; | ||
# When prompted choose the budget from the template you just saved. | # When prompted choose the budget from the template you just saved. | ||
Revision as of 22:20, 15 October 2015
Overview
If you are installing a new version, the budgets get copied automatically if you choose the Upgrade process rather than a New Installation process.
If this is not possible then you can copy budgets across using the steps below.
- Start the old installation of BudgetLink;
- Create 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 new installation;
- Now Start the new installation to which you want the budgets to be copied into;
- Follow the steps to Import Budgets;
- When prompted choose the budget from the template you just saved.