Import Actuals dialog box for the Budget Tree screen

The Import Actuals dialog box appears when you select Import Actuals on the Budget Tree screen.

Note: The Import Actuals button is available only if you select Actuals as a Working Dataset on the Budget Tree screen.

Fields on the Import Actuals dialog box

Field Description Notes

Select Year and Period

Select the year and period for which to import P&L actuals.

Required.

Type

Select the type of dataset into which you are importing.

Note: You should typically select actuals.

Required.

Default: Actuals

Upload Files

Add files to import.

Either drag files into the section or select the section to open a file manager window.


Cancel

Closes the dialog box without applying your changes.


OK

Applies your changes and closes the dialog box.