This article is intended for: Editors of the Operational Budget.
Use this article after: you have created a Capital Budgeting Scenario you want to utilize for your Capital Budgeting accounts in the Operational Budget.
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There are 4 main steps to import a Capital Budgeting Scenario. Select any of the steps below to navigate directly to that section.
Step 1: Select the Capital Budgeting Scenario import
From the Worksheet, select the Import button in the worksheet tab and choose the Capital Budget Scenario option.
If you have previously imported a Capital Budget scenario you may want to clear previous capital itemizations from the worksheet before bringing in new itemizations, toggle on the Clear Itemizations option.
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 and their Versions created in the Capital Budget of the same Fiscal Year(s) as your Operational Budget plus any Forecasted Columns you have in your Operational Budget. Choose a Scenario Version to import and select the Continue to Next step option.
Note: If you have additional years in your Capital Budgeting Scenario that you would like to add, create a Forecasted Column in your Worksheet first.
Note: If you do have Forecasted Columns and multiple years in a Scenario, you must select a Scenario Version or Skip the Forecasted Column in order to Continue to Next Step.
Step 3: Review the Data to be imported
On the Review step, review and/or deselect the Itemization items you wish to import to the budget.
Pro-Tip: The Account Type column shows whether an itemization is from a Capital Cost, Funding Source, or Operating Cost from Capital Budgeting. This column can be used as a filter tool if you wish to import only specific financial panels from Capital Budgeting.
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 Itemizations
If you've made any changes in Capital 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.
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