[Debra Cusimano]

Is there a way to import one’s budget (from excel) using multiple templates or do you need to import the entire budget at once and if there are any changes re-import the entire budget again?  I’m specifically looking to import the budget by department code so that it is a bit more manageable.

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Debra Cusimano
Director of Finance
Connecticut Conference of Municipalities (CCM)
New Haven CT
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[Diana Doane]

You would set up a Budget ID for each import (department), then also create a ‘Master’ Budget ID.  There is a feature to Combine Budgets if you open the Budget using GP rather than Excel.  Us this to combine each deportment into the master until you have them all together.  Not sure which version of GP this became available.  It seems like it’s been around a little while. 

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Diana Doane
Ascend Learning, LLC
Leawood KS
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[Diana Doane]

Also, if you have changes to your budget after importing you can make those adjustments in GP rather than importing again.  Can either make those changes as a budget transaction (which has some mass changing features to calculate and select ranges) or directly in the Budget Maintenance window for a specific account.  Just be careful not to Delete any changes in this window as that will delete the entire budget not just the changes made.

Whether to re-import or make changes directly in GP depends on the type and number of changes.

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Diana Doane
Ascend Learning, LLC
Leawood KS
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[Jeff Martin]

Hi Debra,

We have been importing our budgets using multiple Excel templates for several years. The template only needs to include the accounts that you want to import.  When you choose an existing budget in the Excel Budget Import Wizard it will overwrite all periods for any accounts included in the template but will not change other accounts. 

The first segment of our account represents a store. Our store managers create and update their budgets in an Excel template specifically for their store.  Then we import those individual budgets into one Budget ID to create a consolidated budget in GP.

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Jeff Martin
Director of IT
DeRosa Corporation
Wauwatosa WI
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[Joni Finnell]

Debra:

I agree with Jeff. The key is to only have the segment combination that you want imported on one spreadsheet. Avoid putting a single segment combination on more than one list unless you want to change the budget data.

Thanks

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Joni Finnell
Project Accountant/GP Troubleshooter
Consumer Support Services, Inc.
Newark OH
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