Budget Management - SunSystems  

 

Importing an Excel Template

An Excel Template can be assigned to a Database Profile. This template can be used to create budget workbooks within Budget Management. Templates enable budget data to be prepared in a consistent manner throughout the organization. Using an Excel Template enables standard Budget Transfer Names to be created and attached to worksheets providing an efficient method of transferring data to the Data Warehouse.

See the topic on Budget Transfer Names.

Importing an Excel Template

  1. Click Manage Workbook Templates from the Budget Management toolbar. Alternatively, select Edit > Workbook Templates > Add from the main menu. The Load Excel Template dialog is displayed.

  2. Type the name of the Excel Template in the name field. This name is displayed when a Excel Template is selected from a list.

  3. Click the 'Load from File' assist button to display the Select Excel Workbook Template dialog.

  4. Select the Excel Template to import into Budget Management and click Open to enter the selection.

  5. Click OK to import the file into Budget Management.

Editing an Excel Template

  1. Click Manage Workbook Templates from the Budget Management toolbar. Alternatively, select Edit > Workbook Templates > Add from the main menu. The Load Excel Template dialog is displayed.

  2. Select the Excel Template from the Name list.

  3. Click the 'Load from File' assist button to display the Select Excel Workbook Template dialog.

  4. Select the Excel Template to import into Budget Management and click Open to enter the selection.

  5. Click OK to re-import the file into Budget Management.

Unloading an Excel Template

  1. Select an Excel Template from the Manage Workbook Templates list, on the Budget Management toolbar. Alternatively, select Edit > Workbook Templates then the Excel Template from the list. The Unload Excel Template file dialog is displayed.

  2. Click the assist button and select file name and file path to unload the Excel Template. Click OK to copy the file to the directory.

Deleting a Excel Template

  1. Select an Excel Template from the Manage Workbook Templates list. Alternatively, select Edit > Workbook Templates from the main menu. The list of Excel Templates is displayed.

  2. Select the Excel Template to be deleted. The Unload Excel Template dialog is displayed.

  3. Click Delete. Click Yes to confirm your selection.