Importing A Budget From A Previous Revision In File Manager

Occasionally, the current version of a file may not have all the budgets that were previously created. This may be due to someone who has access to the file deleting previous budgets and worksheets from the list showing.

When budgeting, we recommend making a note on the revision once it has backed up in File Manager so you can locate the finished budget in a previous revision and import it into the live file if necessary.

To Import A Budget From A Previous Revision

1. Click on the file from the list in File Manager.
   
2. Under File History, locate the previous revision where the budget was completed. Open this revision read-only.
   
3. Double-check the correct version of the budget is in this revision of the file by clicking Open Budget to check the imported budget.
   
4. If the budget is in this version, make note of the pathway at the top of the screen.
   
5. Minimise your Agrimaster file to go back to File Manager.
6. Open the file as usual.
7. From the Home Page of Agrimaster, click on Budget.
   
8. Click on the Full Budget.
   
9. Click on Import Budget.
   
10. At the Import a Full budget from another file window, click on Select source drive and folder. 
    
11. Select the pathway matches the read-only revision of the file you opened earlier.
    
    Please Note:
    To change directories, double click C:\ and then double click to open folders until you find the correct directory.
12. Select the File Name you wish to import the budget from by clicking on it.
    
13. 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. E.g. 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.
      
14. Click the green tick to begin the import.
15. When Agrimaster comes across a Code it can not match, select a code from the list and click on the green tick to continue.
16. When the import is complete click on Open Budget to check the imported budget.
    
17. Close down Agrimaster and wait for the file status to change to Backed Up.
18. To add a revision note, navigate to the revision in the file history that says, Current. Click on the drop-down arrow and select, Add Note. 
    
19. A pop up will now appear. Enter the description for the note, stating that you imported the specific budget. You are able to enter 150 characters of any type. Click on Save. 
    
20. The content will appear under the Note heading in File History for future reference.