Importing the Budget

This section is relevant only for budgets, because forecasts are generated. See Plan Generation.

Importing a corporate budget involves either creating a new budget or updating an existing one. When creating a new budget or finalizing an existing budget, all locations are imported. Once the import process is complete, if the import involved creating a new budget, only the root budget manager can view it. If the import involved updating an existing budget, then all budget managers can immediately view the changes.

An existing budget can be updated via import only if it is locked. Therefore, if the budget is still in the approval process, it is not locked, and therefore, it cannot be updated.

For budget import instructions, see Importing a plan.