Budget guide - Help for a new user

Business Central/NAV User Forum
1

Hi

I was wondering if someone could direct me to a guide or resource online that describes step by step the process for creating a budget in Navision, ideally by importing from Excel?

Recently I’ve joined an organization that has undergone a major restructuring, and no longer has on staff a Navision expert. I’ve been charged with the task of investigating the technical requirements and method of establishing a budget in Navision. My knowledger of Navision is fairly limited but I’ve used GreatPlains before and have a basic understanding of accouting software.

I’d also like to ask if there are any limitations on what a non ‘superuser’ can do in the budget creation process.

Thanks

S

BTW I should also mention that external training or counsel is not an option, we are on a deadline and have not been allocated any additional resources beyond our salaried hours.

2

The documentation is available on CustomerSource if your company is paying its yearly enhancement fee. Depending on your version, the Help menu is also pretty good.

3

Oh thanks for the quick reply Matt. I’ll need to investigate the CustomerSource site further, at this point I can tell that the some fees are being paid on an annual basis.

We are using version 5.0.

Also I discovered that I am not a superuser so it may be difficult to test the budget upload process.

I’ll keep you updated and if any other users have a suggestion I’d appreciate hearing from you.

S