Budget data in Data Manager

In the Data Manager module, you can view and edit budget and forecast transactions directly, but please note that we do not recommend using this tool to register new budget transactions. New transactions should always be entered via a budget template.

The ability to edit in Data Manager is especially useful when creating new budget templates to ensure that transactions are saved correctly, and to be able to delete them if you are unable to do so via the budget template. You can also use Data Management to mass-update existing budget transactions with, for example, information about a new dimension.

In the main section under Datasets, you will find all the transactions entered via budget templates in OneStop Reporting. If you choose to save your budget data directly in OneStop Reporting, you will find these transactions under the datasets for budgets. These datasets are usually called Budget Lines or OSR Budget Assumptions, depending on the integration. There are also datasets for line specifications, but they can only be updated via budget templates.

How to proceed

1. Go to Data Manager in the main menu.
2. Click the field to select your company, if there are multiple on the client.
3. Click the dataset you want to open to display the available fields.
4. Click Update to load the data into the table, as the data often does not appear automatically when you open the page.
5. Click directly in the table to change or enter values. (You can find more information on how to search and filter under the section “Customizing the table view in Data Management”).
6. In columns that retrieve system information, such as Employee, Project, or General Ledger Account, you select values from a list that appears when you click in the field.
7. In other columns, you can type in values; these are typically fields for measures or free text.
8. If you want to add or remove content in the table, click Add row or Delete row, respectively.
9. Click Save when you have finished your changes.