Annual Plan Budget Import

July 13, 2023 by Madalyn

Import template

The excel template can be downloaded from within N-PEARS in the Budget Import section within the Planned Staffing and Budget module. You can also download the template here: annual_plan_budget_template.

When should an agency use the budget import?

The budget import section is optional. Agencies may input budget data directly into N-PEARS instead of using the budget import.

The budget import will be most helpful for the following cases:

An agency has a large number of staff positions to add to N-PEARS
An agency has a large number of projects in N-PEARS
An agency has a large number of trips to add to N-PEARS

If your agency does not have many staff positions, projects, or trips, we would recommend skipping the budget import section and entering data directly into N-PEARS. To skip the budget import section, click the continue button at the bottom of the page.