How to prepare reports for a different entity

Overview

If you are a consultant and want to prepare reports for a different entity.

Please follow the below procedure.

Procedure

1. Copy the existing BudgetLink folder and paste into another folder to create a second instance of the solution;
2. Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder;
3. Upon opening go to Menu > 30.Settings > Data Files;
4. Delete all the existing data file connections;

This will delete all information set-up for you previous client including any budget data.

• Then add new data files you wish to consolidate.

• Then run Get Data process.