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The Budget Planning Template is used to plan revenue and expenditure (Financial records) for the Budgets by time period. It allows users to plan for multiple time periods at once.
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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When Budgets(s) are submitted and locked via the “Submit and Lock Wizard” users will see the same message shown above. This Wizard is available from Mira Release (v1.37) onwards
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System Admin Note: When the “Override Locked Budget” custom permission is assigned to a user they can make edits to the Budgeting Cycle and download/upload the Budget Excel template even if the component has been locked. Read more here. |
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Troubleshooting Common Issues
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