Consolidated Budget from Multiple GP Companies in Management Reporter

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Posted on by Community Member

I have been tasked with creating a consolidated income statement actual to budget. However, when looking through the book code in the column section, only the budgets from our parent company show, not the subsidiary. The parent company and subsidiary company are separate companies in GP.

Does anybody know how to add budgets from separate GP companies in Management Reporter.

My backup option is to upload the subsidiary budget as an external worksheet. I would prefer not to use this method since the subsidiary budget has been uploaded into GP.

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Community Member on at

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RE: Consolidated Budget from Multiple GP Companies in Management Reporter

Thanks for the help guys, very appreciated.
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Ian Grieve 22,784 on at

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RE: Consolidated Budget from Multiple GP Companies in Management Reporter

Matt's answer is sport on; the lookups are only against the default company so you can't do a look up for budgets in the other companies.

You can type the names in directly (you'll get warnings that you can ignore if the budget doesn't exist with the same name in the default company.

It is better if possible to keep budgets with the same name in all databases (e.g. 2017MASTER in all databases instead of 2017MAIN and 2017SUBSIDIARY)
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MattPaulen 6,912 on at

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RE: Consolidated Budget from Multiple GP Companies in Management Reporter

You'll only see the Budget ID's from the company you are currently logged in to in Management Reporter (Company ID shown at the bottom of the application). Ideally, you'd want to name your budget ID's the same in all companies. That way if you select BUDGET2016 in the one company and then you run a report with a tree, the budget ID will be picked up for all units of the tree.