How to use the Excel Export and Import features in a Budget Request
When you log into CORE, you will land on the homepage for your primary assigned Business Role. To see the Quick Links specific to Performance Budgeting, select a PB Business Role from the drop-down under your name.
ℹ️ How to Make a PDF of this Document
Press CTRL+P (for print dialogue)
Make sure the destination is set to PDF
Click Print
Name the document, set location, and Save.
Quick Links are the colorful icons on the top of your homepage. They provide direct access to CORE pages for the Business Role you are currently using, or they link to other resources like the CORE Support website.
This job aid explains how to use the Export and Import function in the Budget Lines tab of a budget request layout form within the Performance Budgeting application. Please note that the process is the same, regardless of layout. For the purposes of this guide, Budget Layout 060 was used as an example.
EXPORT
When creating new budget request components (base adjustments, decision items, supplemental) it is sometimes helpful to create the request in Excel first and then import the data into PB. To create an Excel template that can later be imported into PB, do the following:
sample
1. Create a new budget request. Enter BUDR into the search menu from the
horizontal menu across the top, then select enter to Formulate Budget Request
sample
2. In this example, the budget layout 060_CY_Supplementals is illustrated.
3. After selecting the budget layout, select the CREATE button in the upper right-
hand corner (to start a new request).
4. In the New Request Header form, under Budget Request details, fill out the
required information and SAVE.
a. Leave the Request Number/Item # blank
b. Enter the following required data:
Name
See sample below for Supplemental Bill Load data to be entered.
c. If applicable, answer the questions in the Budget Request Information section.
d. Complete the dimension/COA Elements section
In this example only the Organization is updated.
5. After you save, the Budget Lines tab becomes available.
Select the Budget Lines Tab.
6. Select the “+” to add a new line from the grid line menu.
7. Select the Export icon from the grid line menu
Select export all
Select Download to Template
8. Select open the file.
This will create an Excel file where you can enter data in the correct order and format to later import back into PB.
**Note** If you plan to import this file back into PB do not create extra tabs in the file or add any data not required in the columns or rows to be imported. Doing so will cause the import to fail.
9. In Excel, select File, Save As.
Browse for an easily accessible location. In this example, the file was saved to the Desktop.
Enter the required data in the Excel spreadsheet.
IMPORT
To import the data into the budget layout form, follow these steps:
1. Select the Import icon from the grid line menu.
2. Select the Browse button, this will direct
you to the files saved on your computer.
Select the file you had previously saved
to upload.
3. In this example, the file is named BudgetLineItems Test file.
Select open.
4. Select Upload. The budget layout form will be populated with the data from the excel spreadsheet.
5. Select Save, Save as Draft or Save and Close to complete the
process. Select the appropriate button in the upper right-hand
corner.
