Write, Bureaucrats, Administrators
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Difference between revisions of "How to copy Budgets from one installation to another"
How to copy Budgets from one installation to another (view source)
Revision as of 17:36, 18 October 2015
, 17:36, 18 October 2015no edit summary
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# Start the old installation of BudgetLink; | # Start the old installation of BudgetLink; | ||
# '''[[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 new installation; | #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. | ||