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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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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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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.
Check if a Budget is Approved/Locked
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 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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Downloaded success/error logs are stored as ContentVersion files on the Budget record's Files list and attached to a Chatter Post on the record detail page. They're updated with the last download date and owner's details, and previous versions are available.
Check if a Budget is Approved/Locked
If a Budget record is approved/locked whereby no further edits should be made, clicking the Upload button will display an error message to notify that the budget is locked from editing.
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Limitations
The enhanced budget and financial report templates allow for seamless management of budgets planned for and reported at different frequencies and are compatible with multiple budgets within a single project. It is important to note, however, that this feature has limitations in accommodating multiple budgets planned for different periods but reported at the same period, as of Jarvis(1.32). In such scenarios, the full benefits of the feature may not be realized.
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