Budget Import is the program to load your own budgets in ProBooks.
Note: Imports Tab Delimited (TXT) budgets exported from MMB.
Protip: Make sure all expense accounts related to your budget already exist in your ProBooks project. (Use the ACCOUNTS program under SETUP to manually added to the COA if needed.)
1) From the left navigation panel, go to System > Budget Import.
2) Enter or select information in all the required (asterisked) fields displayed on the screen.
3) Click the Select Budget File button.
4) Drag and Drop the budget file into the marked area or click on the marked area to retrieve the budget file from your computer and click Open. Click the Submit button to return to the import screen.
5) Click the Validate button and the program will check for errors such as duplicate or missing account numbers. If there are no errors, click the Import button.
After the budget is imported:
Navigate to System > Budgets, then click the link of your budget to ensure it is active:
Check the Active checkbox if it is not checked, then click the Submit button.
You can now run your cost report with your new budget!
Questions? Need more help?
Please email support at support@revolutiones.com or call 800-985-9238 M-F 7am-6pm (PST). If it's outside our business hours, we will get back to you as soon as we can.