Uploading Budgets in an Outlet

Introduction

This guide shows how to upload budgets to an outlet. This is for clients who are not using the BVA set up (Budget vs Actuals).

Assumptions

The budget figures that need to be entered are phased by week or by period

Where to find this

In an outlet, go to Company > Company Budgeting

Step-by-Step guide

1. Once in the correct location as above, select the correct year as the page will default to the first year the system as set up and not the latest. The page will then automatically refresh to show the new dates.

2. You have 2 options for entering the budgets

   1. enter the numbers into the cells on the screen

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   2. Click the Download button, enter the data in the CSV file, save the file and then Upload

3. Click Update Budgets at the bottom of the page to save the data

4. Your budget will now be seen in the budget line on the trading report. 

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