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Is it possible to import to Project Budget Forecast screen?


Laura02
Captain II
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Hello,

I’m interested in importing our client’s Project budget by month into the Project Budget Forecast screen.  I have a lot of experience importing to Transaction screens, Profile Screens, and Preferences screens… but the Project Budget Forecast screen looks very different .

The first step of designing any import is to manually enter the same transaction, and when I manually type a project and revision # in the Project Budget Forecast screen, the screen populates itself and resulting lines aren’t available for edit. The project fields are not populated to every line so I’m having trouble understanding how an import would work.

Before I spend a lot of time figuring this out…. can anyone confirm if it is possible to import to the Project Budget Forecast screen??  Thank you.

 

 

Best answer by Heidi Dempsey

@laura01 Yes it is possible to use an import scenario for the Project Budget Forecast.  

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3 replies

Heidi Dempsey
Community Manager
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  • Community Manager
  • 271 replies
  • Answer
  • July 7, 2022

@laura01 Yes it is possible to use an import scenario for the Project Budget Forecast.  


  • Freshman I
  • 1 reply
  • February 20, 2024
Heidi Dempsey wrote:

@laura01 Yes it is possible to use an import scenario for the Project Budget Forecast.  

 

Is there a standard import template available to import (update) multiple project budget forecasts at the same time?  


Gabriel Michaud
Captain II
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I came across this old thread while searching for a solution to a similar issue on Google. When working with the Project Forecast screen and import scenarios in Acumatica, users often face unique challenges. To address these challenges and streamline the process, Velixo, our powerful Excel-based reporting tool designed specifically for Acumatica, includes enhanced logic that simplifies project forecast creation and updates.

With Velixo, you can efficiently manage project forecasts with a single click, whether for one project or multiple at once. The integration of Excel's versatility means you can customize the layout of your project forecasting sheet to match your preferences—for example, displaying one column per period instead of multiple rows or using different units beyond standard dollar amounts.

For anyone looking for an easy-to-use, fully integrated solution to boost their project management in Acumatica, Velixo offers unparalleled flexibility and power.

I recorded a demo showcasing how this works, featuring the =WRITEBACKPROJECTFORECAST() Excel function. Check it out here for a detailed walkthrough:

https://www.youtube.com/watch?v=LYWDbcLgWh0

 


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