Looking to use the Import Budget Journals screen in PeopleSoft? MITI and the CRC have written the directions for you to follow. These directions are for staff involved with budget creation. You can use the Import Budget Journals process to upload a CSV file to create a budget journal. After the budget journal is created, it can then be processed using the Enter Budget Journals page.
You need three files to complete this process. Go to the PeopleSoft Guides and Job Aids page. Scroll to the Budget Monitoring (KK) section and download BudgetJournalTemplate.xlsx, Importing Budget Journals v1.0.pdf (13 pp.), and MACRO_file.xlsm.
There are four parts that you will complete.
If you have questions about this process, please contact the CRC for assistance.