Refreshing Preloaded Data for Preloaded Scenarios
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Refreshing Preloaded Data for Preloaded Scenarios
- 1 Minute to read
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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-2015. The budget data for 2015 from the 1st of April 2016 to March 2017 (assuming the fiscal year starts from April) can be loaded to the 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 Maintenance > Admin > Scenario Setup.
Select a Preloaded Budget scenario from the Scenario list page.
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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