Write, Bureaucrats, Administrators
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Difference between revisions of "How to copy Budgets from one installation to another"
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How to copy Budgets from one installation to another (view source)
Revision as of 21:59, 15 October 2015
, 21:59, 15 October 2015no edit summary
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== Overview == | == Overview == | ||
If you are installing a new version, run the [[Upgrading_BudgetLink |upgrading]] process rather than a new installation process so that budgets get copied across automatically. | If you are installing a new version, run the '''[[Upgrading_BudgetLink |upgrading]]''' process rather than a new installation process so that budgets get copied across automatically. | ||
of this is not possible then you can copy budgets across using the steps below. | of this is not possible then you can copy budgets across using the steps below. | ||
# Start the old installing of BudgetLink; | # Start the old installing of BudgetLink; | ||
# Now start [[Creating_Budget_Templates]] containing your budget data; | # Now start '''[[Creating_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 second installation; | #Save the workbook in a location so that you can access from second installation; | ||
# Now Start the new version to which you the the budgets to be copied into; | # Now Start the new version to which you the the budgets to be copied into; | ||
# Follow the [[From a Budget Template|steps]] to Import Budgets ; | # Follow the '''[[From a Budget Template|steps]]''' to Import Budgets ; | ||
# When prompted choose the budget from the template you just saved. | # When prompted choose the budget from the template you just saved. | ||