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To upload a planned budget, navigate to the Budget record and click on the “Upload Budget” button.
A popup with the option to attach a file will appear.
Click on the “Attach File” button to select a file from the system.
On the popup, browse and select the Excel Planned Budget file to be uploaded and click on the “Open” button to attach the file.
After attaching the file, click on the “Upload” button to upload the planned budget. You can click on “Cancel” at any time and return to the Budget record page, with no records being updated/uploaded.
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No new financial record will be created if the columns intended to capture specific information about your financial data, such as planned quantity and amounts, for the reporting period (with headers highlighted in dark grey) are left blank.
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