To enter your cost commitment budgets, you must use the import export option, the steps to export and import are outlined below.
📌 Notes:
Do not change the file name.
Do not delete any columns or rows.
Each cell must contain a value.
Do not use the previous year's file and always export a new file for the future financial year.
Export cost commitment budgets
To export the budgets, please follow the below steps:
Click the Admin Cogs
icon along the top bar.Click Cost Commitment, then click Setup.
Click the Budget tab.
Select the require data to export from the below options:
Cost Commitment.
Export Type.
Financial Period Start.
From the site section select which sites to export by using the check boxes.
Click the button Export Selected Type.
The report will run within 15mins and generate an alert once ready to be downloaded.
Import cost commitment budgets
To import the budgets, please follow the below steps:
Once the file has been updated it can be imported back in using the steps below found on the same page as the file was exported from, above. Please note the filename must match what you see on your screen is it doesn't you must rename the file that is saved on your device before importing.
annualBudget_(EXAMPLE).csv
annualForecast_(EXAMPLE).csv
periodForecast_(EXAMPLE).csv
Select which file type is being imported by using the import type list.
Click the Select File button to locate and choose the file from your device.
Click the Import File button to confirm.