- Print
- PDF
Upload Budgets
- Print
- PDF
Available in Classic and VPC
In the Upload Budget menu, you can upload company budgets at once using an Excel file to plan and allocate them.
Budget Bulk Upload Step
The following describes the budget bulk upload step.
Step | Description |
---|---|
Step 1: Specify Budget Usage Period | You can enter a budget usage period of up to 24 months |
Step 2: Download Template | Download the template file and fill out the content (See Guide for Creating Budget Bulk Upload Template) |
Step 3: Upload Attachment | Upload the created file and save it (See Check and Save Budget Upload Date) |
Download the following data before filling out the budget upload template. To download the data, get the admin permissions for the applicable services, or receive files from the applicable service admin.
- Employee data: Download the employee list in the Member > Member > Manage Employees menu. If you don't have permissions, request it from the Member admin.
- Required data: name, department, login ID, employment status (employees that are employed)
- Department data: Download the organization chart from Member > Organization > Manage Organization Chart. If you don't have permissions, request it from the Member admin.
- Required data: department name, department code
- Project code (when using it): Download the project code list from the Admin > Common Code > Manage Project Code menu. If you don't have permissions, request it from the Admin admin.
- Required data: project code name, project code, usage status (Used)
- Budget standard code: Download the budget standard from the Budget > Budget Standard menu. If you don't have permissions, request it from the Budget admin.
- Required data: budget standard code, usage status (Used), item usage status (Used)
Guide for Creating Budget Upload Template
When creating a template for budget upload, see the following.
- When filling out the budget upload template file, copy and paste from a downloaded file, if possible.
- If you're copying and pasting from somewhere other than a downloaded file or typing by hand, be careful not to include spaces or special characters.
- For affiliated departments or using departments, enter the exact department name or member name, or if the same department name or member name exists, enter the department code or member login ID.
- Member name: If the company uses multiple languages, you must enter a language-specific name based on the user's language settings, if applicable.
- The allocation amount for each budget standard must be the same as the sum of the allocation amounts for all months in the budget usage period.
- If a name and a code exist at the same time, such as department name and department code, the code is reflected first.
- When filling out the template file, the budget usage period in the Excel file must match the budget usage period set in Step 1.
Input Item | Description | Examples |
---|---|---|
Budget Order | Enter a number as a unit of one budget | 1, 2, 3 … |
Business Place | Select the budget business place | ABC Corporation |
Budget Name | Enter the budget name manually | Mobile improvement budget |
Affiliated Department Name | Enter the department name or employee name accurately. This is the department or employee responsible for a single budget | HR Team or Gildong Hong |
Affiliated Department Code | Enter the department code of the affiliated department | abc202305000030 or abc@naver.com |
Project Code Name | (When applying project code to budget) Enter the project code name accurately | Mobile improvement project |
Project Code | (When applying project code to budget) Enter the project code accurately | PJ20231230 |
Budget Standard Order | Enter the budget standard order manually | 1, 2, 3 … |
Budget Standard Code | Enter the budget standard code. | B20230830002 |
Using Department Name | This is the using department or employee for a single budget | Gildong Hong/HR Team |
Using Department Code | abc@naver.com or abc202305000030 | |
Include Concurrent Position | Select whether to include concurrent positions | Use |
Include Suborganizations | Select whether to include suborganizations | Use |
Allocation Amount | Enter the allocation amount as the budget amount you want to plan | 1,200,000 |
Budget Control Status | Select the budget control status | Use |
Carryover Status | Select the carryover status | Carryover |
Monthly Allocation Amount | Enter the monthly budget amount. The sum of the monthly allocation amounts must match the allocation amount | 100,000 |
Creation example when applying one budget standard code and one using department for a single budget:
Creation example when applying multiple budget standard codes and using departments for a single budget:
Check and Save Upload Data
Check the budget upload results. If there are any errors in the template you created, you'll see an error message at the bottom of the page.
- You can download the error history of the uploaded file by clicking the [Download] button in the error message area. Refer to the error messages when editing the Excel file.
- Click the [Upload Again] button at the bottom of the Upload Budget page to upload the edited file again. This will overwrite the previously uploaded file.
Click the [Save] button at the bottom of the page to save.
- Budget planning and allocation are reflected at the same time. Check the list of budget planning and budget allocation.
Deleting saved budget date after uploading
- Uploaded budgets can't be deleted in bulk. Therefore, please check thoroughly before uploading.
- Uploaded budgets can be deleted with the same process as deleting budgets in the existing Budget service.
- First, select the budget to delete in the Allocate Budget page. Enter 0 for both the monthly allocation amount displayed at the bottom of the page and the allocation amount at the top, and save.
- Next, delete the budget in the Plan Budget page.