Where Is It Found

File Format

Since a spreadsheet is the most desirable format to be imported, the following discussion will be in excel spreadsheet terms.  Your import file must contain the following columns in this order:

• Column A:  Account
• Columns B-M:  12 Budget Amounts for periods 1-12 (whole dollars)
• Column N:  Total amount for the 12 periods (whole dollars)
• Column O:  General Comment text (optional)

Importing Data:

First, you enter the Fiscal Year and Budget ID, after this is filled in you have the option at any time to press F1 to import data.  Once you press F1 from the maintenance screen, the following screen will request that you press F1 to upload an Excel spreadsheet, or F2 to upload delimited data (either tab or comma delimited).

Next, you will choose your the file format to be imported:

• Import Excel
• Import Delimited
• Fixed Format

Next, you will choose the Column Format of the file to be imported:

• A: 12 Factors
  • The 12 period FACTORS to be applied to TOTAL CASES must add up to 1.
• B: 12 Case Amount
  • The 12 period CASES must add up to the TOTAL CASES

Next, a window will pop up allowing you to select the file to be imported:

Feature Overview & Examples

Thing 1

Sub Thing 1

Thing 2

Sub Thing 2

Thing 3

Sub Thing 3