To submit the updated budget's scenario, select Submit. To view the summary panel with the scenario's ID and description, select OK. However, you cannot make an adjustment at this time. Tip: When you edit data, you can update notes and apply distributions. Your budget's scenario data appears in the spreadsheet for you to edit as necessary. Also, the existing scenario IDs default from the database view. Tip: You cannot edit final ized or inactive budgets. On the Edit panel, filter by fiscal year and scenario ID to open the budget you want to edit. Warning: To avoid losing data when you submit an edited budget from the add-in to Financial Edge NXT, make sure you have rights to all accounts and projects when you edit budget scenarios in the database view.Īfter you sign in to the add-in using your Blackbaud ID, a panel appears for you to create or edit a budget. The Success panel appears with a link to the budget. These do not appear in Financial Edge NXT. Note: If you want to re-use spreadsheet formulas, make sure you save them in Excel. The summary panel appears with the scenario's ID and description.Īfter you copy and paste your budget data from your workbook to the spreadsheet and confirm it is accurate, select Submit to create the new budget in the database view. To display budget columns based on your selections in the spreadsheet, select Continue. To include columns for projects or grants, make sure to select Project or Grant. Under Budget by, select whether to include project or grant columns in the spreadsheet.Ī budget requires an account so its checkbox is selected and disabled and the Account number and Account description columns will automatically appear in the spreadsheet. For example, to create a budget by periods, select Period range and enter the start and end dates. Under Budget type, select whether you want to create the budget by fiscal year or period ranges and then select the applicable dates. After you enter the long and short descriptions, select Save. If the scenario ID does not exist, select Add New from the bottom of the list in the drop down.ī. Tip: The existing scenario IDs that appear in the drop down default from the database view.Ī. Under Scenario ID, select the scenario to use for the budget. A spreadsheet appears with the Create new budget panel. The Welcome panel appears.Īfter you sign in to the add-in using your Blackbaud ID, a panel appears for you to create or edit a budget. In the Microsoft Excel menu ribbon, select the Manage Budget add-in. To learn best practice tips for creating a new budget in the add-in, see Budget Creator Excel Add-In: Create Budget Best Practices. To successfully submit a budget in the add-in, contact your admin to make sure you have rights to add budget scenarios in the database view.
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