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Remember to first create a Budget record and assign the planning periods to the Budget in Amp Impact before proceeding with this step.
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System Admin Note: Know how to configure filters for filtering available record options in the 'Reference List' for custom lookup fields here. |
c. Budget name: This tab displays a template with fields from the Financial object as columns. If there are existing financial records linked to the budget and belonging to multiple reporting periods, they will be displayed here; otherwise, this will download as a blank template. If the Budget name exceeds 80 characters, it will be truncated to 27 characters followed by 3 dots/dashes, and displayed as the tab name.
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System Admin Note: The Attribute and Reporting Period columns are controlled by the BUDGET_ATTRIBUTE_COLUMNS and BUDGETPLANNING_PERIODIC_COLUMNS fieldsets respectively. Read more about it here. |
If no financials exist with your budget, you will see an empty file as seen in the screenshot below.
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System Admin Note: Read more about ContentVersion records and Chatter posting of downloaded files here |
Upload the Budget Planning Template
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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