Ability to add Period-Range Budgets from the Excel Budget Add-In

The Budget Creator Excel Add-In drop-downs allow you to select Fiscal Year & Scenario ID for Fiscal Year Budgets. I recently created a "Period Range" budget, but the Scenario ID wasn't available in the drop-down for selection. I was able to manually data enter the budget values in FE NXT, but it would be nice to be able to import the same way as the fiscal budgets, using the Excel Add-In.

  • Donella Robb
  • Mar 20 2021
  • Needs review
Budgets
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  • Admin
    V-Mohit Kumar commented
    March 02, 2022 14:46

    Hi Donella - We do have the capability of adding and/or editing the "Period range" budgets through the Budget Creator Excel Add-In. If you want to edit the "Period range" budget, you should first select the fiscal year for which that budget is available and then you should be able to see that Scenario ID for selection.

    Note: You cannot edit finalized or inactive budgets, and they do not appear for selection.

    In case this does not work for you, please let me know what other steps you take when you do not have the Scenario ID for selection. If you want to email me directly with details, my email address is v-mohit.kumar@blackbaud.com. Thanks!

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