Update Budgets

Refer to the Uploading section for more information on how to upload the Update action.

To carry out an Update to the existing Budgets, More4apps recommends downloading the Budgets to the worksheet. You can restrict the download parameters to narrow down the search results.

All sections must enter the Upload Action mode ‘Update’ to update the budget successfully.

Here are the columns you can update from the header section.

Budget Versions

Here are the columns you can update from the planning resources section.

Planning Resources

The Plan Lines section has summary values for the amount types and period specific values. These can be updated.

You must have the columns Project Number, Plan Type, and Version Number in the Budget Version section to Update any section to be successful.

Note: When updating the column ‘Is Locked’, Excel automatically converts manually entered values ‘true’ and ‘false’ to ‘TRUE’ and ‘FALSE’. The capital letters will be rejected by the web service on Upload. Either select the ‘true’ or ‘false’ values using the Data Form or enter an apostrophe at the beginning of the word if you are entering the value manually into the cell (e.g., ‘true).

Budget Status Updates

When you are updating the Status of a budget version, make sure that the next allowable status is a valid status for the budget. Oracle will return an error if you attempt to update the status with an incorrect status in the budget status hierarchy.

To create a new budget version without lines:

To create a new budget version and lines:

To update existing budget versions header only:

To update existing Planning Resources:

To update existing Plan Lines:

To Clear/Delete Periods Values

If you want to clear / delete a period value from a plan line, you cannot enter [CLEAR] in the cell to do this (highlighted red in the example screenshot below). Instead, please enter the value ‘0’ to clear out the existing value (highlighted green in the example screenshot below).