Importing Budget Items

Objective

After completing this lesson, you will be able to execute the steps to import additional budget items.

Introduction

Budget Item Import allows you to add and update the Expense, Invoice, and Request budget items by importing an Excel spreadsheet (on demand), saving time and reducing manual effort.

How to Import Additional Budget Items

Follow these steps to import additional budgets. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Once you complete these steps, a demo video will be available to reinforce what you've learned and provide a quick recap.

Steps

  1. On the Budget Items tab, select the More dropdown menu. Choose Import.

    The image shows a screenshot of the Budget Configuration interface with tabs for various settings. Buttons include: New, Modify, More (with options for Import (highlighted in yellow), Adjustments Import and Export, Change Logs, and Bulk Exports), and New Team Budget. The table lists a budget named Hugo First 2025.

  2. Select Download Import Template, or select Send to Excel for existing budgets.

    The image shows a screenshot of a Budget Import window. It explains the imported budget items will be added for new budgets or updated for existing ones. There is a button labeled Download Import Template (highlighted in yellow), and a section titled New Upload, which prompts users to upload a budget import file in .xlsx format or .xlsx.

  3. Populate and save the budget import template file.

    The image shows a screenshot of a spreadsheet with headings related to budgeting information. Columns are labeled: Budget Name, Budget Group, Fiscal Year, Currency, Owner, Budget Category, Approval Process, Managing Director, Budget Viewers, Fiscal Period Name, Start Date, End Date, Amount, and more specific details like Project ID and Department. Entries show sample budgets with details like budget categories, fiscal years, amounts, and currency.

    Note

    The columns labeled in red are mandatory to fill.

  4. Choose Upload Budget Import File to browse for and select the completed file.

    The image shows a screenshot of a Budget Import window. It explains the imported budget items will be added for new budgets or updated for existing ones. There is a button labeled Download Import Template and a section titled New Upload, which prompts users to upload a budget import file in .xlsx format or .xlsx. Under New Upload, there is an Upload Budget Import File link highlighted in yellow.

  5. Review the results under the Upload History section.

    The image shows a screenshot of a Budget Import window. It explains the imported budget items will be added for new budgets or updated for existing ones. There is a button labeled Download Import Template and a section titled New Upload, which prompts users to upload a budget import file in .xlsx format or .xlsx. Under New Upload, there is an Upload Budget Import File link. An Upload History section presents columns and entries for Date, Status, Initiated by, File Name, Records Processed, and Records Failed.

Result

References

TitleLink
Budget Admin Guide - Import Budget ItemsBudget Admin Guide - Import Budget Items

Summary

  • Add adjustments to budget items manually or by importing a template file.
  • Use adjustments to track off-system expenses like payroll and revenue.
  • Complete all required adjustment fields: type, amount, period, date, and description.
  • Budget owners can also make adjustments directly in the Budget Dashboards.
  • Save changes to update the budget with manual or imported adjustments.

Learning

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