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Operational Budgeting - Import a Personnel Budgeting Scenario

This article is intended for: Editors of the Operational Budget.

Use this article after: you have created a Personnel Budgeting Scenario you want to utilize for your Personnel Budgeting accounts in the Operational Budget.

Note: You can select any image below to zoom in.

There are 4 main steps to import a Personnel Budgeting Scenario. Select any of the steps below to navigate directly to that section. 

  1. Start the Process
  2. Select the Data Source
  3. Review the Data
  4. Import Itemizations

Step 1: Select the Personnel Budget Scenario Import

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Note: You can select the image above to zoom in.

  1. From the Worksheet, select the Import button in the worksheet tab. 

  2. Choose the Personnel Budget Scenario option and, if needed, select a Personnel Budget from the list. The Personnel Budgets listed will correlate to the Operational Budget's fiscal year. 

    Note: If you have previously imported a Personnel Budgeting scenario you may want to clear previous personnel itemizations from the worksheet before bringing in new itemizations, toggle on the Clear Itemizations option.

  3. Once ready, select the Continue to Next Step button. 

Step 2: Select the Data Source

On the Data Source step, you will see the Scenarios s created in the Personnel Budget of the same Fiscal Year(s) as your Operational Budget plus any Forecasted Columns you have in your Operational Budget. Choose a Scenario to import and select the Continue to Next Step button. 

Note: If you do have Forecasted Columns and multiple years in a Scenario, you must select a Scenario or Skip the Forecasted Column in order to Continue to Next Step. 

Step 3: Review What Will Be Imported

On the Review step, review and/or deselect the Itemization items you wish to import to the budget. For biennial budgets and Forecasted Columns, you will select the scenario in each fiscal year tab.

Pro-Tip: The Department and Type columns can be used as a filter tool if you wish to import only specific itemizations from the Personnel Budget. 

If you wish to Round your numbers, select the drop-down menu in the blue bar of the table to select a rounding calculation.

If you need to make any adjustments to the numbers, select Open Scenario. 

Step 4: Import the Itemizations

If you've made any changes in Personnel Budgeting, select Refresh Data before importing to refresh the import before importing into the Operational Budget. 

When ready, select the Import Itemizations button. You will see a success message confirming how many itemizations will be added to accounts in the budget. If you receive an error message, please try again. 

 

Looking to import into a biennial budget? See our training & help article: Import a Biennial Personnel Budget into Operational Budgeting

 



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