Import Budget Data from a Spreadsheet for Budgetary Control

You can access the spreadsheet from the Budgetary Control Dashboard using the Enter Budgets in Spreadsheet task in the Budgetary Control work area. Always retrieve a new spreadsheet to obtain a unique budget entry name for each budget entry.

If you revise budget, you can pre-populate the spreadsheet by retrieving current budget balances from Budgetary Control.

Whether the spreadsheet is pre-populated with current budget or not, you can add new rows using the Insert Sheet Row action in MS Excel.

If you enter budget in a new row, you can select segment values by double-clicking in the segment value cells or manually type in the segment values.

You must enter budget data at the budget account of the control budget segments. When there is a tree defined for the budget segment, the labeled parent must be used. Use the File-Based Data Import when your budget account balances are at a more detail level and the amounts roll up to a budget account.

You have these two options to enter budget amounts on the Enter Budget Spreadsheet.

• New budget or replacement of current budget

• Addition to or subtraction from current budget

Enter Budget by Spreadsheet is independent for Budgetary Control and General Ledger:

• Use the Enter Budgets in the spreadsheet task from the Budgetary Control dashboard

• Use the Create Budgets in Spreadsheet task from the General Accounting dashboard