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Update Budget Via Excel Import

Updated over a week ago

  1. Click on download and import to download the Excel template to fill.

    Figure 1: Download the Excel Template to update the budget.

  2. Open the Excel sheet, read the instruction page and follow the steps to update the data.

    Figure 2: Budget Excel Import Instructions.

  3. Make sure to enter the correct attribute for the type of resources updated. It can be only 'Labor', 'PMV', or 'Material'. If any used code is not available in the master, the import will give an error.

    Figure 3: Budget Excel Import.

    Figure 4: Import Error.

  4. Once imported, you can edit the entries or add new ones by following the steps described in the manual budget update section.

  5. To approve a budget, click on send for approval. This will trigger the workflow for budget approval as defined in the workflow settings. You can also save a copy by taking a snapshot. Saved snapshots and previous revisions can be accessed from the drop-down list as shown in Figure 5.

    Figure 5: Budget Approval.

  6. Once the budget is approved, there are no changes or edits allowed. You have to create a revision for any changes where the latest approved budget will be opened and edits can be made either manually or using the Excel sheet.

    Figure 6: Budget Revision.
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