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1. You can access the import utility from the utilities menu. Then click on Import Forecasts

2. Download the template.

3. Fill in the spreadsheet.

4. Make the selections for the 

  • Budget Line
  • Forecast type
  • The status name for the imported forecast 
  • And the user to be actioned 

5. Drag and drop or select files to import.  

6. Click Next.

7. A summary of the import is shown.  If successful click Finish.

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