Difference between revisions of "Modifying Budget Data"

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To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating a New Budget]]  for more information).  
To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating a New Budget]]  for more information).  


To assist in creating these additional budget versions, data can be copied or moved from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data.  
To assist in managing your budget numbers, BudgetLink provides the following functions.
* Copy Budgets
* Move Budgets
* Clear Budgets


== How to copy budget data from one version to another ==
== How to copy budget values from one version to another ==


[[File:CopyBudgetData.png|300px|thumb|right|Copying budget data from one version to another]]
To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. See the [[Copying Budgets]] guide for more information.


To copy budget data from one version to another, follow these instructions.
== How to move budget values from one version to another ==


# From the '''Menu''', click on '''20. Budget Entry''';
If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. See the [[Moving Budgets]] guide for more information.
# Click on '''Version Control''' in the menu;
# From the Version Control page, click the Version '''Control''' button;
# Click '''Yes''' to backup the database;
# Click '''OK''' when the backup is complete.
# On the version Control dialogue, click the '''Modify Data''' button;
# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''', '''Copy''' or '''Move''' the source data;
# If using '''Copy''' or '''Move''' Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version;
# Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version;
# You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified.
# Once all your selections have been made, click the '''Modify Budget Data''';
# Click '''OK''' when the operation is complete;
# Click '''Close''' on the Modify Budget Data dialogue;
# Click '''Close''' on the Version Control dialogue;


After modifying your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen.  See [[Entering Budgets]] for more information.
== How to clear budgets ==


=== Notes ===
If you've entered or imported the incorrect values into your budget and would rather start again, BudgetLink has the facility to clear your numbers in bulk. See [[Clearing Budgets]] for more information.


* If you have a large amount of data over several jobs, this process can take some time.
== Related Topics ==


 
* [[Budgets]]
== How to move budget data from one version to another ==
* [[Creating a forecast version manually]]
 
[[File:MoveBudgetData.png|300px|thumb|right|Moving budget data from one version to another]]
 
To move budget data from one version to another, follow these instructions.
 
# From the '''Menu''', click on '''20. Budget Entry''';
# Click on '''Version Control''' in the menu;
# From the Version Control page, click the Version '''Control''' button;
# Click '''Yes''' to backup the database;
# Click '''OK''' when the backup is complete.
# On the version Control dialogue, click the '''Modify Data''' button;
# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Move''' the source data;
# Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version;
# Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version;
# You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified.
# Once all your selections have been made, click the '''Modify Budget Data''';
# Click '''OK''' when the operation is complete;
# Click '''Close''' on the Modify Budget Data dialogue;
# Click '''Close''' on the Version Control dialogue;
 
After moving your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen.  See [[Entering Budgets]] for more information.
 
=== Notes ===
 
* If you have a large amount of data over several jobs, this process can take some time.
 
 
== How to clear budget data ==
 
[[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data from one version]]
 
To clear budget data from one version, follow these instructions.
 
# From the '''Menu''', click on '''20. Budget Entry''';
# Click on '''Version Control''' in the menu;
# From the Version Control page, click the Version '''Control''' button;
# Click '''Yes''' to backup the database;
# Click '''OK''' when the backup is complete.
# On the version Control dialogue, click the '''Modify Data''' button;
# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data;
# Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version;
# You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified.
# Once all your selections have been made, click the '''Modify Budget Data''';
# Click '''OK''' when the operation is complete;
# Click '''Close''' on the Modify Budget Data dialogue;
# Click '''Close''' on the Version Control dialogue;
 
=== Notes ===
 
* If you have a large amount of data over several jobs, this process can take some time.
 
== Related Topics ==

Latest revision as of 00:54, 21 July 2014

Overview

To enable further budget analysis, additional versions of a budget can be created including Forecast, Adjusted and Revised budgets (see Creating a New Budget for more information).

To assist in managing your budget numbers, BudgetLink provides the following functions.

  • Copy Budgets
  • Move Budgets
  • Clear Budgets

How to copy budget values from one version to another

To assist in creating these additional budget versions, data can be copied from one version into another. Actual data can also be copied allowing you to create a budget based on the previous year’s actual data. See the Copying Budgets guide for more information.

How to move budget values from one version to another

If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. See the Moving Budgets guide for more information.

How to clear budgets

If you've entered or imported the incorrect values into your budget and would rather start again, BudgetLink has the facility to clear your numbers in bulk. See Clearing Budgets for more information.

Related Topics

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