Nic: Created page with "== Overview == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. == How to move budget data ..."

2013-08-22T02:20:04Z

Created page with "== Overview == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. == How to move budget data ..."

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== Overview ==

If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk.

== How to move budget data from one version to another ==

[[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.

== Related Topics ==

* [[Modifying Budget Data]]
* [[Copying Budgets]]
* [[Clearing Budgets]]

Moving Budgets - Revision history

Nic: Created page with "== Overview == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. == How to move budget data ..."