I've already uploaded a budget and now I want to make changes. What do I do?
You can make changes to a budget scenario in the Catalyst user interface, but it'll probably be easier to use the Excel options dropdown to export a file and make your changes there.
- Under the Planning tab in Catalyst, click Rate Planning.
- From here, choose your filters, such as company and the budget scenario. Note, that if you don't do this there likely will be too many records to export.
- Next, click Advanced Export under Excel Options and select the companies you want included and which profitability accounts, such as Gross Sales.
- Use this Excel file template to modify your budget and reload via the EBM Office Bridge ribbon in Excel.