Modeller / Budget Restore

The ability to backup a Budget Name. Creating a budget restore point which is ideal before running a Budget Model.

refresh screen.

Create a task.

Create Budget Restore Point

Select a Dataset - choose the relevant dataset which contains your budget, for exmaple General Ledger

Select a Budget Name - select the name of your budget.

Select a Year (optional) - choose which year of the budget you wish to export.

Select a Restore Point - choose which budget to roll back to.

Select an action - choose from:

Create a Restore Point - only option available if no restore point is availble.

Delete a restore point - delete a backup (restore point).

Restore Data - restore data from a backup (restore point).

Create a budget restore point

• Select a Dataset.
• Select a Budget Name.
• Click Select and action.