Budget Upload TabEstimated reading time: 13 minutes
Purpose: Bulk upload multiple Budget accounts at the same time, in a simple list format.
- Year - Required. Needs to be in YYYY format
- District - Optional. Individual district, district ranges, or groupings allowed. Required if Account is blank
- Account - Optional. Individual account, account ranges, or groupings allowed. Required if District is blank
- System - Optional. Needs to be numeric, 3 digits long
- SubSystem - Optional. Needs to be numeric, 2 digits long
Uploading to more than one district at a time
Region Controllers can upload Budget amounts to more than one district at a time. To do so, a Regional Controller can pull on the Region and make Budget amount changes across multiple districts.
If you do not have Region Controller access, you will not be able to pull or save on multiple Districts. You will get the following validation errors:
Drop Budget numbers in without pulling first
On opening the Budget Upload tab, there will be a range of blank rows available for you to immediately drop Budget values.
If you need to add more blank rows, insert new rows in the middle of the blank rows. This will automatically copy the formatting and include the new rows in the Save formula range.
If you’re starting with an empty sheet, you can insert new rows like before. You will need to check the Save formula to make sure the save range includes all of the new rows.
After you add the rows, access the Quick Tools by hitting CTRL + T, and select Freeze/UnFreeze Panes (current tab).
Navigate up to the hidden formulas section and click on the Save formula in cell D9.
Click within the formula bar the top to bring up the cell references. Extend the blue range of cells under the District column to include all of the rows above it.
Now you will be able to drop in the desired Budget values and save them!
Do I have security rights to Save from the Budget Upload tab?
Only people in the District Position Assignment (DPA) for the District in Toolbox can save to this file. Your Division Controller can add you if you are not already in the DPA.
Budget Upload and the Control Center
Based on your position in the DPA for the district, you will have a certain level of access to this report. You may eb one of the following levels: A/C, Dist, Div, Reg, or Corp.
Budget is locked at these levels in the Control Center, which is the N column. In the example below, District 2050 is locked at the Reg Level.
If an A/C level user tried saving to 2050 Budget, they would be unable to do so and would receive following message.
You are able to save Budget as long as the Budget lock level is your level or below. Otherwise you will not be able to save Budget.
Region Controllers - Multiple Lock Levels
As a Region Controller, you are able to save to multiple districts at once. However, it is possible to have one of the districts locked at Corp above you. If a Region Controller tries saving to these two districts at the same time, the save will stop and they will see the following error: For the Region Controller to edit, 2041 would need to be unlocked to Reg. Otherwise, to edit 2050 they would need to remove the 2041 row(s).
After Corp Cutoff and after BOD
If you save to Budget After Corp Cutoff, the numbers will still be updated in Target Center 2.0. However, they will not sync to Interject.
In this example, the Corp Cutoff date in Control Center is set to 11/3/2018.
Then try uploading a change to Budget using the Budget Upload tool (after this date), and get the following popup and in-row messages.
Notice the changes have been saved to Target Center 2.0, but they are not yet synced to Interject. Once the Corp Cutoff date is set to a Date/Time after our change or BOD, this change will then be synced to Interject.
We can use the Budget Change Query Tool to confirm that our save has been registered in Target Center 2.0. the new tab UnsyncedChanges is designed to pull in all amounts not yet synced to Interject, which neatly matches our inquiry. The screenshot below shows that our Budget save succeeded and is in the database.
Once BOD for a Budget Year has been created, any save from the Budget Upload Tool will not automatically sync to Interject again, just like After Corp Cutoff. However, while it is not in Interject, it is in Target Center 2.0 and can be checked using the UnsyncedChanges tab in the Budget Change Query Tool . Once Corporate has versioned your change, the Budget amount will be sycned to Interject.
Common Save Errors
Budget is locked above your level in the Control Center. If you need to make changes, work with your supervisor to unlock Budget back to your level.
You need to be in the District Position Assignment at an approved position to use this tool for any saves. Your Division Controllers can add you to the DPA in Toolbox.
Please select Bud in the drop-down filter option and make sure your Source column says Budget.
Year is required and needs to be in the YYYY format.
All segments are required to save from the Budget Upload Tool. Please add the missing segments.
Account is not an valid Account. Please update to a valid Account.
District is not a valid District. Please update to a valid District.
System is not an valid System. Please update to a valid System.
SubSystem is not an valid SubSystem. Please update to a valid SubSystem.
Duplicate account was found in the save list. Remove the duplicate and try saving again.
Non-numeric amounts were found in the Budget columns. Make sure there are no broken formulas or references.
You are not in the Interject security for the District you are trying to save to.
When saving to multiple districts at the same time, you need to be on Reg or Corp Level for both. Save to one district at a time with this tool.
You need to be in the DPA for the district you are trying to save to. Your Division Controller can add you to the District Position Assignment in Toolbox.
You cannot update Autocalc with this tool. Please remove the Account from your save.
The save succeeded, but it is After Corp Cutoff for this District. The number will not be updated in Interject until Corp Cutoff is updated or BOD.