Import Budget Assumptions - Multi Company Article

Import Budget Assumptions - Multi Company Article

This window is similar to the Import Budget Assumptions Window - the difference is that each row can specify a different CompanyDB and BudgetID if necessary; there is no choice of a single target CompanyDB and BudgetID at the top of the window.


For full feature description please see the Import Budget Assumptions window 

1) Word of caution, since this is a multi-company window the system is unable to lookup and apply company settings to the column headers.

If you are not budgeting for 13 periods or a beginning balance, then please skip P00 and enter your financial values for the year in P01-P12.



*CompanyDB, BudgetID, BudgetAcctNum, and Assumption are required fields.

    • Related Articles

    • Import Budget Assumptions Article

          Tutorial Link Prerequisite Steps: If you have not upgraded Dynamic Budgets in the past 3 months, upgrade the system before importing assumptions. Contact Dynamic Budgets support for upgrade assistance. ​ Purpose: This is the utility used to ...

    • Export Budget to GP Article

          Tutorial Link Note: For recovery purposes, Dynamic Budgets maintains an audit trail of all export sessions.  A snapshot of the before state of the records in Great Plains is captured as well as the batch of account records transmitted during the ...

    • Import Assumptions Tutorial

      PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Prerequisite Steps: If you have not upgraded Dynamic Budgets in the past 3 months, upgrade the system before importing assumptions. Contact Dynamic Budgets ...

    • Custom Budget Entry Article

      Tutorial Link Custom Budget Entry is used for entering and viewing budgets. As discussed in the Define Custom Budgets Entry Forms, all of the columns can be user defined. Custom Budget Entry has two tabs: Dashboard and Account Details. Other Budget ...

    • Copy Bulk Assumptions Article

      The Copy Bulk Assumptions is a one to many copy utility; it is used to copy specific line item/s into a mass number of accounts.  The data is copied into the Account Details screen found in Budgeting Dashboard, Basic Budget Entry, Custom Budget ...