Decide on Previous FY Data Load
To prevent old data from getting into new FY budget, recommend that if users wish to have previous fy data, the method to use is to download previous fy worksheet and then upload that worksheet into new fy budget.
#1 Updated by Jeff Mack almost 10 years ago
- Status changed from New to Resolved
FIN group and developers concur that previous fy data should NOT be preloaded in to new FY budget at beginning of budget process. Doing this causes:
A lot of manual db maintenance effort to maintain control tables with data for both years (SWFResource, Department, Activities, etc.)
Stale line item data being left in budget.
Users will be able to download previous fy data to excel worksheets and upload these worksheets to BI.