**GE - Importing a Job Budget
Import a New Budget
Use the Import Budget button to input budget lines in bulk. If any lines are already present in the BUDGET VS ACTUAL table, the button will be inactive. For this, follow the directions to Modify an Existing Budget below.
See the attached document JOB IMPORT BUDGET TEMPLATE
*if any Cost Codes start with a 0 (zero), the field will need to be formatted for custom data. Highlight the column, right-click and select Format Cells. On the Numbers tab, select the Custom category. In the field directly below Type, delete the word General and type in the same number of zeros as digits needed. This ensures that any zeros at the beginning of the number will show- e.g. cost code 0070 will auto-correct to 70 in Excel. Format the whole column to require four digits so that Excel adds in the 2 zeros.
- Import CSV file into Global Edge
- Once the new Job and Order are created, go to the Order tab then the Budgets tab.
- Click on the Import Budget button.
- Click Browse to add the CSV document created in the previous step,
- Click OK – Import Now, then Esc – Close.
Modify an Existing Budget
To modify existing budgets or add additional budget lines, a CSV document will need to be imported into Global Edge using the Data Import Program. This function has limited access for security purposes so a ticket will need to be submitted to the Enterprise Application Support Team. In addition, if budget lines are to be modified, they must first be deleted from the Job.
See the attached document JOB BUDGET DATA IMPORT PROGRAM TEMPLATE
*if any Cost Codes start with a 0 (zero), the field will need to be formatted for custom data of 4 (four) digits. This ensures that any zeros at the beginning of the number will show- e.g. cost code 0070 will auto-correct to 70 in Excel. Format the whole column to require four digits so that Excel adds in the 2 zeros.
2. Submit a ticket in help desk ticket for the Enterprise Application Support Team, attaching the CSV file. They will use the Data Import Program to load the information into Global Edge.