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To upload a planned budget, navigate to the Budget record and click on the “Upload Budget” button.
When a Budget is locked, users will be prevented from uploading it.
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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.
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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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Click the “Close” button to return to the Budget record page and navigate to the “Financials” tab and refresh the page to view the newly updated or uploaded financial records. If you cannot see the new Financial records, try refreshing the page.
When a Budget is locked, users will be prevented from uploading it. When users click on the “Upload Budget” button they will get the following message.
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When Budgets(s) are submitted and locked via the “Submit and Lock Wizard” users will see the same interface as mentioned above. This Wizard is available from Mira Release (v1.37) onwards
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Troubleshooting Common Issues
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