Hello.
I was able to import a budget file via Budget version > Import from File. When I go to Budget Period Amounts, I see the amounts there. Budget status is active. But when I go to GL Balance Analysis I do not see anything appearing in the Planning Amount column, which I assume is where the budget amounts should show. Am I missing something perhaps? I would appreciate any guidance on this.
Hi,
You're probably missing a few steps / set up.
If I remember correctly apps 10 changed the process.
The budget / forecast values in GL balance analysis can be different values based on set up. This change added vary good flexibility, however, it does require set up.
See balance sets.
After you set up a balance set, then that balance set can be included in Balance analysis.
Best regards,
Thomas
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