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To upload a planned budget, navigate to the Budget record and click on the “Upload Budget” button.
| Warning |
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Note that when a Budget is locked, users will receive an error on upload. |
A popup with the option to attach a file will appear.
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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.
| Note |
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Ensure you are uploading either an Excel or a Macros enabled Excel file. On attaching an unsupported file type, you will face an error message, “Incorrect file type. Only files in .xlsx or .xlsm format can be uploaded”. |
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