Why Refresh Preloaded Data

Preloaded data needs to be refreshed because external budgets change as time goes by and the latest data needs to be available in Planful. Preloaded budgets are used to load historical/external budgets to the Planful Planning application through the Data Load Rules interface for a chosen period in a fiscal year. For example, if a preloaded budget is created for FY-2019. The budget data for 2019 from the 1st of April 2020 to March 2021 (assuming the fiscal year starts from April) can be loaded to the Planful Budgeting application using Data Load Rules