Import Budget

Steps to import a budget from an Excel file:

1.  First you must open the Budget application and select a Fiscal Year and Budget Type. 

2.  Right click on the mouse in the header section of the Budget screen and select Import Budget.

3.  You will received a File Dialog Box.  Select the Excel file you wish to import and click on Open.

4.  Budgets that have been locked (Status = Locked) cannot be imported.  If you import a budget that has not been locked, the existing budget will be deleted and the new budget imported.