The Budget Upload upload is available both in the UI and in SFTP for any communities that have the Budgets module enabled. It allows a Community to set budgets for combinations of account code parts, over the defined Budget period.
Uploading New Budget vs. Updating Existing Budget
The format of the file depends on the specific Budget configuration at Create Budget; the first time the Budget is loaded the information should include all periods, e.g. For a monthly budget that runs for 1 year, include a column for each of the 12 months.
But if the upload is to update an existing Budget, then the upload will only need to change one period.
e.g. For a monthly budget that started in July, where the intention is to update only December, the upload file can only include Month 6.
File Templates
We have provided several file templates to load Budget information depending on the Budget Period
Note: The Account Code format will depend where the Budget is to be allocated
| Budget Period | Description |
| Weekly |
The first three columns are based on the Account Code Format: FACILITY | DEPARTMENT | ACCOUNT. The remaining 52 columns are for each of the periods: Week 1 - Week 52. |
| Monthly |
The first three columns are based on the Account Code Format: SCHOOL | DEPARTMENT | EXPENSE. The remaining 12 columns are for each of the periods: Month 1 - Month 12. |
| Quarterly |
The first three columns are based on the Account Code Format: BUSINESS UNIT | DEPARTMENT | ACCOUNT . The remaining 4 columns are for each of the periods: Quarter 1 - Quarter 4. |
| Annual |
The first three columns are based on the Account Code Format: PROJECT | BUDGET CENTRE | NATURAL ACCOUNT. The last column is for the single period: Year 1. |