Budget Wizard

Budget Wizard enables you to load Project Budgets & Plans from Excel.  Bypass the Oracle data entry forms by downloading your Budget or Actual information into an Excel worksheet. Then you can modify the data to update existing budgets or create new budgets, or simply carry out ‘what if’ analysis in Excel.

Budget Wizard features the following:

  • Allows all varieties of budget and plan types
  • Allows for replacement of the entire budget or modification of a draft budget
  • Options available to baseline or not baseline when uploading the budget
  • Downloads Budget and Actual data from Oracle
  • Validation occurs prior to loading into Oracle, processing messages are returned to the worksheet