How, Why, and When to Refresh Preloaded Data for Preloaded Scenarios

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Why Refresh Preloaded Data

You'll need to refresh preloaded data because external budgets change as time goes by and the latest data needs to be displayed in Planful. Preloaded budgets are used to load historical/external budgets to the Planful suite Budgeting 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-2017. The budget data for 2017 from the 1st of April 2018 to March 2019 (assuming the fiscal year starts from April) can be loaded to the Planful Budgeting application using Data Load Rules

When to Refresh Preloaded Data

When external/historical budget data is loaded against the preloaded budget scenario, refresh the preloaded data.

How to Refresh Preloaded Data

Navigate to the Scenario List page (Maintenance > Admin > Scenario Setup).

Select a Preloaded Budget scenario.

Click the three vertical dots.

Select Refresh Preloaded Data.

Note:

Use the Data Integration interface to load external budgets to the scenario.

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