This article is intended for: Editors of the Personnel Budgeting module.
Use this article after: Finishing all Units, Wage Schedules, and Additional Pays and/or Benefits
Save time assigning Account IDs by uploading your allocations in bulk.
In this video, you’ll learn how to download and complete the ClearGov Allocations Template, split allocations across multiple accounts, and import your data back into the system.
We’ll cover how to review for errors and decide whether to update missing fields or overwrite all allocations, so your data is accurate and easy to work with.
Pro Tip: Toggle “Include current allocations” when downloading your template to avoid re-entering existing data.
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