Open the Import Cost Budget from Excel window.

Imports a budget from Excel to cost accounting. This allows you to import budgets originally exported from cost accounting and import budgets that have been created in Excel.

Important
Before you import the budget, you must close Excel.

You can import a budget into cost accounting from Excel in one of the following ways:

Options

Field Description

Budget Name

Select the budget to which entries are imported.

Option

Select whether the budget entries are added from Excel to budget entries that are currently in cost accounting, or whether the entries are replaced in cost accounting with the budget entries from Excel.

Description

Enter a description of the imported budget entries, so that the entries can be easily identified from other budget entries.

Tip

See Also