Update budget plans with Excel template upload


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Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically - Apr 29, 2022

Business value

Updating large number of budget plan records using the open in Excel (OData) experience can be time consuming during the publishing process. A new parameter is added to the budget layout templates to allow budget plan records to be mass loaded from the budget menu using batch processing, removing that wait time. The same template can also be published using the OData experience if only a few changes have been made.

Feature details

A parameter has been added to each budget plan layout that uses a data management framework (DMF) upload approach to be used when enabled. This parameter will create the DMF project for the users and enables the mass update budget plan lines menu item found in the budget plans. The user will be able to open the worksheet and either publish with the Excel add-in tools or save the worksheet to be uploaded using the mass update tools.