Importing a reference budget

  1. Verify that the file to import has the required structure and content, as is described in Imported Data.
    • The file to import should not contain dollar ($) or double-quote (“) symbols.
    • All mandatory fields must be populated.
    • Although columns can be displayed in any order in the file, the first row of the file must contain the corresponding field names.
  2. Remove any non-leaf data from the file to import. If the file to import was generated by the application, it includes data for the non-leaf time periods and locations. The application does not need this non-leaf data because it aggregates the data from the leaf locations and time periods during plan generation.
    • Remove any data for non-leaf time periods (anything that is not a week, such as a month, a quarter, or year).
    • Remove any data for non-leaf locations.
      • For Budget Management, this is all locations that are not either departments or stores, depending on corporate business processes.
      • For Budget Creation, this is all locations that are not departments.
    You can remove data from this file by editing it manually in a text editor.
  3. Create an import task. See Creating or updating the import task.
  4. Create a corresponding interface task. See Creating or Updating the Budget Import Interface Task.
  5. When the task is complete, view the Job Scheduler log to determine whether it completed successfully. If the task failed, take appropriate action to fix the issues described in the log, and then rerun the import and interface tasks.