Budget Variations Import and View

Where you have budget variations for Projects and Cost codes, you can view all variations in a central location. You can also import variations.

Overview

Variations

Add a new Variation

Import and Export Variations

Overview

You can add Budget Variations to Projects and Cost codes via either the Project screen or the Cost code screen. You can also add them via the Variations screen.

There is a feature allowing you to import variations from the Variations screen.

Refer to this note on Budgets on Cost Codes for Projects to read about setting up budgets and manually adding budget variations.

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Variations

To view all variations:

• Start at Administration > Variations.
• Click Search to display all variations.

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Add a new Variation

To add a new variation:

• Click New variation. Then in the Variations window:
• Select the Project and Cost code you want.
• Enter the Amount (excluding GST / TAX for this variation, and add a Code and Description.
• If this Project relates to a Head Contract, select the Head Contract from the dropdown list.
• Click Add.
• Add any more variation lines as required, and click Finish.

If you wish to update a line, click on it to update any details on the Edit variation screen.

• Edit the details as required.
• Amount: The amount is excluding GST / Tax.
• Click Save.

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Import and Export Variations

Export

You may export variations for a Project / Cost code selection. This exports a spreadsheet that you can use to report variations for s selected Project.

• On the Variations screen, select the Project and Cost code if you want to export selected data, or leave all selection fields blank to export all variations.
• Click Export / Import, then click Export to spreadsheet.

This will download a spreadsheet for you.

Import

To import new variations:

• On the Variations screen, select the Project and Cost code to export the variations for the Project you want.
• Click Export / Import, then click Import from spreadsheet.

• Click Download template from the Import spreadsheet dialog.

This will download a blank spreadsheet with the required field headings that you can use to add data and reimport.

Alternatively, you may use the exported data and add new lines to that. In that case, leave the Id field blank for the new items.

• On the Variations screen, click Export / Import.
• Click Import from spreadsheet.
• Browse to select or drag the spreadsheet file to the upload box.
• Click Next, Next, Close.

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Last updated: 29 August 2024