You can use the Budget -- New import process to adopt new budgets at the same time you're importing them. See Import New Budgets to include the adoption in the import process.
Use the Budget Header Export To Text to get a .txt file containing the data for columns A & B in the import spreadsheet. Those columns contain the accounting cycle whose proposed budget you want to remove and the fund element value of the proposed budget you want to remove.
Copy the downloaded spreadsheet, Implementation Data Workbook - Base 2020.xls, and rename it something like Adopt New Budgets.xlsx.
Open the spreadsheet, and click on the BG Adopt New Budget worksheet. Note: Columns A & B are required.
Enter data in the columns as described.
Column A: Enter the name of the accounting cycle whose proposed budget you want to remove — e.g. FY19-20.
Column B: Enter the fund element value of the proposed budget you want to remove.
Repeat step 3 until you've created lines for all the budgets you want to adopt. Note: You can use the Fill Down command to complete the Cycle Name column.
Open Notepad, copy only the cells that contain data, and paste them into a new file. Save the file as something like Adopt New Budgets.txt.
Click here if you want to adopt new budgets while also creating them by the import.
Select Data Import from the Administration menu, and the Manage Data Imports window opens.
Select Budget -- New from the Batch Import Process pull-down list, and those processes are displayed.
Click the Adopt New Budgets link, and the Select file for data source popup opens.
Navigate to the location of the import file, select it, and click Open.
When the file is done uploading, click Save. You're returned to the Manage Data Imports window and notified that the file attached successfully.
If the process has been run previously, check the box labeled Adopt New Budgets, and click Reset. The status is changed to Not Run.
Check the box if needed, and click Include.
Leave the box checked, and click Execute Batch. Note: If this is the only process you want to run, make sure all other boxes are unchecked.
You're notified that the process is executing. When the process has completed successfully, you're returned to the Manage Data Imports window, and the status is changed to Succeeded. Note: If you get a message that the processes failed, click the Display Successes/Exceptions button.
When you open the Budget Management and select the appropriate cycle and fund, you'll see that the budget status has been changed to Adopted.
Return to Budget Import Overview
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