Loading incremental budgets

  1. Open the scenario.
  2. Select Actions > Start Incremental Load.
  3. Click Yes on the confirmation message.
  4. Specify this information:
    From Period
    Select a month period for the incremental load period range where budgets are added, updated, or cleared.
    To Period
    To perform an incremental load on a single period, this field must be blank. The default is the value that is specified in the From Period field.
    Clear Data in Period Range
    Select this check box to delete existing budgets in the incremental load period. Clear this check box to retain existing budgets.
    Run Group
    Specify the run group to upload.
    Number Of Clusters In Parallel
    Specify the number of jobs, or clusters, to run parallel when the budget data is loaded to a scenario.
  5. Click OK.
    On the Main tab, the Incremental Load status is displayed with an Initiating status and then an Available status.

    If the Clear Data in Period Range check box was selected, then existing budgets in that range are deleted.

  6. Import the budget changes or additional budget data into the scenario.
  7. After the budgets are imported, open the scenario and select the Imports tab.
  8. Confirm that the budgets are imported.
  9. Select Actions > Upload Incremental Budget.

    Only the budget data for the specified period range is uploaded.

    Specify this information:
    Run Group
    Specify the run group. You can run Start Incremental Load or Upload Incremental Load to initiate import records for upload.

    Existing uploaded budget data with the same dimension and period are replaced by the budget import data. Existing budget data that is created from the change request process are not overwritten.

    If additional budgets are imported, then repeat the upload action.

  10. To complete the process, select Complete Incremental Load. A cube refresh action is initiated. To verify the last refresh of the general ledger totals cube, select the Cube Update Details tab on the budget scenario.
  11. Select the Data tab to verify the uploaded budgets.
  12. Select the Incremental Loads tab to view the history.