In this section we are going to load 2022 and 2023 year-to-date actual in the Revenue, Expense and Balance Sheet planning modules in preparation for completing the 2023 3+9 Forecast.

The following topic will be covered in this section.

You can access the Data Automation setup through the page: Administration > Data Integration > Data Processing.

Load Planning Configuration

To load the planning modules year-to-date actuals, we need to create a new configuration called Training - Load Planning.

Click for a guided walkthrough.

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