Manually creating budget imports

  1. Select Budgeting > Budget Scenarios.
  2. Open the scenario and select the Imports tab.
  3. Specify this information:
    Line
    Optionally, specify the line number for the budget import.
    Budget Dimensions
    Select the budget posting dimensions for which to add or update a budget.
    Budget Period
    Specify the budget period for which to add or update a budget.
    Clear Budget
    Select an option for the budget import line.
    • Select No to add budget amount or units.
    • Select Amount and Units to clear the budget amount and the units on a budget data line.
    • Select Amount Only to clear the budget amount on a budget data line.
    • Select Unit Only to clear the units on a budget data line

    This field is available if Allow Zero Budget is selected on the budget scenario.

    Amount
    Specify the budget amount or the units amount. Specify a positive amount or unit to add budget.
    Units Amount
    Specify the budget amount or the units amount. Specify a positive amount or unit to add budget.
    Currency
    Select a currency to use for the budget amount.
    1. If you are clearing a budget, then verify that the Budget Dimensions, Budget Period, and Currency values are the same as the budget data line that is targeted.
      If the values are not the same, then the budget data line that is targeted is not cleared by the upload. If another budget data line has the same values, then that line is cleared by the upload. For example, you are clearing a budget data line with a Units Amount of 100. An import line with a Units Amount of 0 and the same period, dimension, and currency must be created.
  4. Select Actions > Upload Budget.
  5. In the Number of Clusters in Parallel field, specify the number of parallel jobs or clusters to run during the load of budget data to a scenario.
  6. Select Actions > Set Ready.

    The status of the scenario is updated to a Ready state and the GLTOT Cube is refreshed. When a scenario is in a Ready state, budget data cannot be added or modified.

    To upload a new budget, modify budget data, or delete budget data, see Loading incremental budgets.