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Import budget data

Quickly add or update budgets for schedule locations using the import data process

Core HR > Account Data > Import Data
Budgets for each location are a useful way to see how your business is tracking. While budgets can be manually set for a location when creating a roster, you can also import budget data for multiple locations across multiple rosters all at once using the file import process.

Importing budget data

To start a new file import, go to Core HR > Account data > Import data and click Create new. From the Type dropdown list select Budget.
Once you have selected Budget, the purple bar under the file selection will update to include a Click here link to download a CSV template for importing budget data.
More on preparing import files can be found in Importing data overview.

Budget data import options

The CSV template contains a header row with a large number of columns allowing for budget data for specific timeframes to be uploaded, but only fields marked as mandatory (as indicated with an asterisk in the field header) need to be included, all other fields are optional.
All column headers need to be included in the upload file, even if you are not including time specific budget data. Simply leave those fields blank.
Once you have run an import, you will be taken to the results page, or to view import results go to the Core HR > Account data > Import data home page.

Below are the details of the columns and specifications for the data for each.

Name Data type Length limit Example Mandatory Description
Area ID Reference 20 AR10001 Yes
The unique ID of the area this day budget is associated with. The ID you enter here must match the ID of an existing non-deleted area.
2300-2400 Budget Number 10,2 1000 No As above.
Secondary Budget Number 10,2 20000 No
A secondary budget for the day. Can be used as a ‘soft’ budget target. Shown in compliance reporting.
Budget Type String Dollar/Hour No
Budget type that will be enforced on the area.
Date Date 2014-10-02 Yes
The date you want to set the budget for.
Budget Number 10,2 24000 Yes
Total budget for the day in the area. Will be ignored if day hourly budgets are set†.
0000-0100 Budget Number 10,2 1000 No
The total budget for the hour. Combine with other hours of the day, should equal budget.
0100-0200 Budget Number 10,2 1000 No As above.
0200-0300 Budget Number 10,2 1000 No As above.
0300-0400 Budget Number 10,2 1000 No As above.
0400-0500 Budget Number 10,2 1000 No As above.
0500-0600 Budget Number 10,2 1000 No As above.
0600-0700 Budget Number 10,2 1000 No As above.
0700-0800 Budget Number 10,2 1000 No As above.
0800-0900 Budget Number 10,2 1000 No As above.
0900-1000 Budget Number 10,2 1000 No As above.
1000-1100 Budget Number 10,2 1000 No As above.
1100-1200 Budget Number 10,2 1000 No As above.
1200-1300 Budget Number 10,2 1000 No As above.
1300-1400 Budget Number 10,2 1000 No As above.
1400-1500 Budget Number 10,2 1000 No As above.
1500-1600 Budget Number 10,2 1000 No As above.
1600-1700 Budget Number 10,2 1000 No As above.
1700-1800 Budget Number 10,2 1000 No As above.
1800-1900 Budget Number 10,2 1000 No As above.
1900-2000 Budget Number 10,2 1000 No As above.
2000-2100 Budget Number 10,2 1000 No As above.
2100-2200 Budget Number 10,2 1000 No As above.
2200-2300 Budget Number 10,2 1000 No As above.

 

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