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lbrown-citymission
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Hi There - I see the comments on here saying that it is possible to export and import a budget by class by month, but I would appreciate more guidance. The links provided didn't discuss classes really, just the budget and forecasting overall.

 

We typically base our budget by month by class (we have 20 classes) and use the last 12 months that we closed (for example we are a 9/30 year end and use 8/1-7/31 for our budget period, because we prepare our budget in Aug/Sept and obviously can't use the entire current FY when Sept is not available yet and August isn't hard closed.

 

Can you provide further technical insight here? Whenever I revisit this functionality of importing and IIF files and exporting/uploading, it does not seem to be made to work with classes, by month.

 

Thank you in advance for your help!

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