Import Forecasts

Owned by Former user (Deleted)
Last updated: Dec 17, 2024 by Rebecca David
2 min read

  1. To access the import utility, go to the project tools wheel > utilities > import forecasts.

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  1. Download the Excel template.

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  1. Fill in the spreadsheet.

  1. Select the forecast type.

  2. Select the Status your forecast will imported as e.g. draft, open, closed.

  3. Select who will action the forecast.  

  4. Select the relevant budget.

  5. Drag and drop or select files to import.  

  6. Click Next.

  1. If there are any errors in your excel import the errors will be displayed. Fix your spreadsheet and start the import again.

  2. When the import is been successful a summary will show. Click finish to close window.

 

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