You can see the Budget import on the budget page or click here to open import.

How does it work?

  1. You need to select the settings for your budget: Locations, Departments, Projects, Accounts, Period, and Duration.
  2. Download and fill out the template. Please, do not use 'Polaris Office' as the editor.
  3. Upload the template into Precoro and press 'Import.'

With one budget template, you can import multiple budgets. These budgets should have a similar structure, settings, and period.

In the budget template, you will see key points on how to fill out the template. Here are a few points to note:

  • The Account budget should be under the Budget line

  • You need to fill in the settings every time you want to import a budget, even if you already have a template

  • 'Import custom fields by' allows you to import your budget based on Account/Department/Project code or name

Common questions:

  • Do I need to mention all of the Locations to import a budget for them? - No. You can put 'All.'
  • Can I import the budget for inactive Locations, Accounts, Departments? - No. There will be an error indicating that the option is inactive.