Remove an Existing Proposed Budget

Use the Budget -- New import process to delete all budget items from a proposed fund budget and reset the budget status to New.

Step 1: Export the data or complete the import spreadsheet

Export the data

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.

Enter data in the import spreadsheet

1. Copy the downloaded spreadsheet, Implementation Data Workbook - Budget.xlsx, and rename it something like Budget Remove Existing.xlsx. Note: You can also use the Implementation Data Workbook - Base 2020.xls

2. Open the spreadsheet, and click on the Remove Existing Budget or BG Remove Existing Budget worksheet. Note: Columns A & B are both required.

3. 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 .

4. Repeat step 3 until you've created lines for all the budgets you want to remove. Note: You can use the Fill Down command to complete the Cycle Name column.

5. Save the spreadsheet.

6. Open Notepad, copy only the cells that contain data, and paste them into a new file. Save the file as something like Remove Existing Budget.txt.

Step 2: Remove proposed budgets

1. Select Data Import from the Administration menu, and the Manage Data Imports window opens.

2. Select Budget -- New from the Batch Import Process pull-down list, and those processes are displayed.

3. Click the Remove Existing Proposed Budget Lines (new budget only) link, and the Select file for data source popup opens.

4. Navigate to the location of the import file, select it, and click Open.

5. When the file is done uploading, click Save. You're returned to the Manage Data Imports window and notified that the file attached successfully.

6. If the process has been run previously, check the box labeled Remove Existing Proposed Budget Lines (new budget only), and click Reset. The status is changed to Not Run.

7. Check the box if needed, and click Include.

8. 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.

   • When you open the Budget Management and select the appropriate cycle and fund, you'll see that the budget status has been returned to New, and the Budget Items list is empty.

Return to Budget Import Overview