What's a Limit
A limit is a planned spending amount at the intersection of dimensions: period × cost center × line item (× project if needed).
The system controls execution against the limit: how much was planned, reserved, spent, and how much is still available.
Importing Limits (Plan)
Planned limits are uploaded from Excel using a standard template.
- Open "Budget Control → Budget Limits".
- Click "Import Limits (Plan)" and download the template.
- Fill in periods, cost centers, line items, and amounts.
- Upload the file—limits appear in the table.
"Import Limits (Plan)" and "Load Actuals (Execution)" are different buttons and data. Don't mix them up: plan = what you can spend, actual = what you've already spent.
Loading Actuals (Execution)
The "Load Actuals" section uploads actual line-item transactions by cost center.
After loading, the table updates columns for "Actual", "Available", and "% Used".
No Data for the Period
Check the period selector at the top of the table. If the plan isn't loaded—load it via "Import Limits".