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Hi all,
Budget planning is not always accepting a zero value when loading budget plan via the Excel Add-in.
We put the budget plans and various budget managers updated their plans. Since some of the budget managers had approved their plans, I had to create the plan again so that I could edit. When I did this, it did not pull in any of the financial dimensions that had zero budget amounts. We were unaware that this would happen so I had to copy in about 500 lines into the Excel Add in. For all those lines, I had to enter a dollar amount, publish them and then go through and enter zero so they could be updated with appropriate budget amounts at a later time. If I left the budget amount at zero, it would not publish. I currently plan to not disperse budget plans to our Budget Managers and I will be doing all updates. While this is not a loss of revenue or ability to bill, it's costing us a lot of my time and college money. It's a very cumbersome and inefficient process.
Anyone have any suggestions here?
I know it’s a pain but even when loading budgets via data management, any item with a zero value is rejected. We have an extra step to remove all those lines in the load spreadsheet before import.
We’vr not found a way around this yet in 3 years of loading budgets.
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