This article is intended for: Editors of the Personnel Budgeting module.
Use this article when: You're preparing for the Bulk Upload / Import of Allocations.
This article reviews the requirements for the Bulk Import of Account IDs into the Allocations Tab. The first step of this process is to download the Bulk Upload Template.
For additional information on acquiring the import Template and instructions on this import, see our training & support article: Personnel Budgeting - Bulk Upload Allocations
Allocations Import Checklist
Confirm the following checklist of your Import Template before bulk importing Account IDs:
- All Account IDs are entered exactly as they are shown in your ClearGov Account.
- Account IDs are numeric only, and include all dashes from the naming convention.
- All rows in the template with a 100% in the Percentage column have an Account ID. Partial imports are not supported so all available Account IDs must be entered.
- Rows without a value in the Percentage column should not have an Account ID. Leave those blank.
- Any split allocations have a duplicate row underneath, with the percentage split entered.
- All split allocations must equal 100% for that row and expense type.
- Each row has a Job Title and Job Code, entered exactly as it is in the Wage Schedule.
Need Additional Resources?
- For additional information on configuring the Data Model Manager, see our training & support section called: Configuring your Data Model Manager
- For additional information on Allocations, see our training & support article: Personnel Budgeting - Managing Allocations
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