Rotas: I want to upload budgets for each division without having to manually enter them. How can I do this?

Hi {@005D0000008veUIIAY}​ ,

Thanks very much for opening a discussion on uploading budgets.

It is indeed possible for Fourth to carry out a bulk upload of budget data. This can be achieved by your completion of an appropriate Excel Template and sending this in to Fourth’s Data Team, who can then upload the data directly to your portal. Please note that there is a charge for this service, but it can save you a lot of time and effort, especially if you have multiple divisions, within multiple locations, to update. There is a great article here within The Fourth Community that provides a clear overview of the process for you – simply search for BUDGET AND WAGE TARGET TEMPLATES.

If you would like more information on costs, or would like know which Template to use and how to complete it, please contact your CSM or book an ASK FOURTH session (follow the link from the Home Page within Fourth Community).

I hope the above is helpful and do let us know if you have any further queries.

Best,

Mark

Fourth