Importing Budget Journals directions now available

posted Jun 9, 2014, 9:06 AM by Peyri Herrera
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.
  • Part A: Populate the Excel file template (BudgetJournalTemplate.xlsx). Refer to the file layout specifications to know how to complete the template.
  • Part B: Use the macro file (MACRO_file.xlsm) to convert the Excel file from Part A to a CSV file. 
  • Part C: Use the Import Budget Journal screen in PeopleSoft to upload the CSV file from Part B.
  • Part D: Process the created budget journal using the Enter Budget Journals screen.
If you have questions about this process, please contact the CRC for assistance.