Having created master data for the trade fair, you now need to know how to upload the planned data you received from the person responsible in the system.
Uploading Project Plan Data
Objective
After completing this lesson, you will be able to upload planning data
Expense Planning on Overhead Projects
Plan Data Upload
Uploading Expense Plan Data on Projects
To set up expense planning data for an overhead project, you first need to download the project planning template with the Import Financial Plan Data app.
Store the file TemplateForProjectPlanning.csv locally, and complete the planned data. Keep in mind that for each project, G/L account, and period, one row is needed in the CSV file.
Note
When you set up the file make sure the mandatory fields, which are identified with "X", as in row 3, are filled.
Upload Expense Plan Data
Summary
- Planning sets organizational goals and benchmarks.
- Compare actual results against plan to identify variances.
- Enter plan figures for costs in specific planning category.
- Download and complete project planning template.
- Upload plan data using Import Financial Plan Data app.