Difference between revisions of "Load Budget Spreadsheets"

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Open your original spreadsheet:
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* Open your original spreadsheet:
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[[File:Budget 1.png]]
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* Create a new worksheet
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* Select the entire original worksheet
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* Copy the worksheet
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* In the newly created blank worksheet, click Edit and select "Paste Special"
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** When the pop up appears, select "Values and number formats"
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* When the funding source is included in the spreadsheet, it needs to be joined into the same column as the GL number:
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 +
 
 +
[[File:Budget 2.png]]
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 +
 
 +
 
 +
 
 +
 
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Revision as of 14:38, 22 February 2012

Loading your Budgets into DDI Connect (FW25)

The DDI Connect system allows you to upload budgets that can be used to track against income and expenditures within the FundWriter/GL system. To upload your budget, you must first put it in the correct format. To do so:


  • Open your original spreadsheet:


Budget 1.png


  • Create a new worksheet
  • Select the entire original worksheet
  • Copy the worksheet
  • In the newly created blank worksheet, click Edit and select "Paste Special"
    • When the pop up appears, select "Values and number formats"
  • When the funding source is included in the spreadsheet, it needs to be joined into the same column as the GL number:


Budget 2.png