Import Budget Values

The Import Data function allows you to upload data through Excel or CSV files to bulk populate budget values for departments/GL accounts.

Follow these steps to import data:

1. Select the Manage working versions module.
2. Select the desired version from the list and then click the View button.
3. Select a department and then click the Manage budget lines/values button.
4. Select the Manage budget values with PXL icon. The Manage working versions – Budget Values screen displays.
5. Click the Import Data button.

   

6. In the Import data panel, click the Import Data button.

   

7. You can either drag and drop the file or browse to select it from your system.

   Note: Click here to download a sample file that displays the required columns. If the file contains both budget values and quantities with prices, the import function will prioritize the specified budget value for that budget line.

8. Click Import.

   

9. After the upload is complete, click the Save Changes button to update the values in the grid.