Write, Bureaucrats, Administrators
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Difference between revisions of "Importing Budgets"
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[[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] | [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] | ||
If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. | If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. | ||
# From the '''Menu''', click on '''20. Budget Entry'''; | # From the '''Menu''', click on '''20. Budget Entry'''; | ||
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[[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a marked up workbook.]] | [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a marked up workbook.]] | ||
Budget templates can be created so that Managers can complete or update budgets without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. | Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. | ||
If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. | If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. | ||
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== Related Topics == | == Related Topics == | ||
[[Creating Budget Templates]] | * [[Creating Budget Templates]] | ||
* [[Entering Budgets]] | |||
[[Entering Budgets]] | |||