Exporting the budget structure

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Financial > Budgeting.
   The Budgeting Dashboard screen appears.

3. In the Budgeting menu pane, select Budget Configuration ( ) > Budget Structure.
   The Budget Structure screen appears.

4. Right-click anywhere in the Budget Line tree menu.

5. In the resulting fly-out menu, hover over Export and select one of the options:

   • CSV Export

   • Excel Export (.xlsx)

   • Excel Export (.xml)

The exported file downloads to your computer.