Import budget data

You can use the platform's Easy Import feature to import budget data into the Budget Item table. A transform map is available by default to transform the data and create a budget plan, account code, budget items, and a budget owner.

Before you begin

You must have a budget definition set up. The spreadsheet with your financial data needs the following columns:
  • Account: the value in the Account number fields.
  • Department: the value in the ID or Name field.
  • Cost Center: the value in the cost center's Account number field.
  • Vendor: the value in the Name field.
  • Location: the Sys ID of the location record in the instance.
  • Custom columns (up to four): additional segments.

You must be familiar with the easy import feature and transform map scripts. The transform map used in this topic is named importBudgetItemTranform.

Role required: financial admin

About this task

The transform map does the following:
  1. Concatenates strings to provide an account code.
  2. Gets a account code by querying the account codes or by creating a new one.
  3. Creates a budget item for each row in the spreadsheet.
  4. Associates the budget items to a budget plan by finding a plan in the Budget Plan table or by creating one.
  5. Promotes the budget plan to a forecast.

Procedure

  1. Create a table named u_itfm_budget_stage.
  2. Import the spreadsheet data into the u_itfm_budget_stage table using the Easy Import feature.
  3. Run the transform map importBudgetItemTranform. This transform processes data from the Source u_itfm_budget_stage table to the Target Budget Item [itfm_budget_item] table.
  4. Navigate to Financials > Budget Planning > Final Budgets to confirm the budget data and records that were created and make modifications.