This are the instructions on how to import a full budget from one file into another file
- From the Home Page click on Budget
- Click on the Full Budget
- Click on Import Budget
- Click in the Import a Full budget from another file click on Select source drive and folder
- Ensure the Work directory is selected by clicking on it, Click green tick to continue
- To change directories double click C:\ and then double click to open folders until you find the correct directory.
- Select the File Name you wish to import the budget from by clicking on it.
- Any Full Budgets associated with that file will be listed in the box below Select the one you wish to import by clicking on it. Click on the code handling option you wish to use:
- Use Budget Alternate Codes: This option takes some preparation and is recommended if regular imports are made from the same file and the two code lists are different. Eg. You are importing the quick budget produced by your consultant using his/her code list. You will be asked to select a code from the list if an alternate code can not be found.
- Use Matching Code Name If Any: This is the default and should be used if the code list from the source and destination files are the same or similar. Eg. You are importing the quick budget produced by your consultant using your code list. You will be asked to select a code from the list if a matching code can not be found.
- Select Destination Code During Import: This option is not recommended as it is the most time consuming. Every time a code not encountered before during this import is imported you will be asked to select a code from the list.
Entering Budget Alternate codes
- You must enter the budget alternate codes in the same place as you would enter alternate codes
- From the Home Page click on Setup
- Click on Alternate Codes
- Click on the cells under the Budget codes heading and type the alternative codes in.
- Click black cross when finished.
- You must enter the alternate budget codes in both the source and destination file using a common budget code list