This feature is available after applying for WORKS Finance.

You can upload company budgets at once using an Excel file to plan and allocate them.

Budget Bulk Upload Step

The following describes the budget bulk upload step.

Step	Description
Step 1: Specify Budget Usage Period	You can enter a budget usage period of up to 24 months When you download the template file, it will provide as many budget months as the "budget usage period," which can't be edited in the template file
Step 2: Download Template	Download the template file and fill out the content (See ‘Guide for Creating Budget Bulk Upload Template’) When filling out the template file, the budget usage period in the Excel file must match the budget usage period set in Step 1. If the budget usage period has been edited, download the template file again and fill it out.
Step 3: Upload Attachment	Upload the created file and save it (See ‘Check and Save Budget Upload Date’) When filling out the template file, the budget usage period in the Excel file must match the budget usage period set in Step 1. Once it's saved, it is reflected in the ‘Plan Budget/Allocate Budget’ page.

Step

Description

Step 1: Specify Budget Usage Period

You can enter a budget usage period of up to 24 months

When you download the template file, it will provide as many budget months as the "budget usage period," which can't be edited in the template file

Step 2: Download Template

Download the template file and fill out the content (See ‘Guide for Creating Budget Bulk Upload Template’)

When filling out the template file, the budget usage period in the Excel file must match the budget usage period set in Step 1. If the budget usage period has been edited, download the template file again and fill it out.

Step 3: Upload Attachment

Upload the created file and save it (See ‘Check and Save Budget Upload Date’)

When filling out the template file, the budget usage period in the Excel file must match the budget usage period set in Step 1.
Once it's saved, it is reflected in the ‘Plan Budget/Allocate Budget’ page.

Download the following data before filling out the budget upload template. To download the data, get the admin permissions for the applicable services, or receive files from the applicable service admin.

Employee data:Download the employee list in the ‘HR > Member > Manage Employees’ menu. If you don't have permissions, request it from the HR Admin.
- Required data: name, department, login ID, employment status (employees that are employed)
Department data:Download the organization chart from ‘HR > Organization > Manage Organization Chart’. If you don't have permissions, request it from the HR Admin.
- Required data: department name, department code
Project code (when using it): Download the project code list from the ‘Business Support Settings > Common Code > Manage Project Code’ menu. If you don't have permissions, request it from the Business Support Settings admin.
- Required data: project code name, project code, usage status (Used)
Budget standard code: Download the budget standard from the ‘Budget > Budget Standard’ menu. If you don't have permissions, request it from the Budget admin.
- Required data: budget standard code, usage status (Used), item usage status (Used)

Guide for Creating Budget Upload Template

When creating a template for budget upload, see the following.

When filling out the budget upload template file, copy and paste from a downloaded file, if possible.
If you're copying and pasting from somewhere other than a downloaded file or typing by hand, be careful not to include spaces or special characters.
For affiliated departments or using departments, enter the exact department name or member name, or if the same department name or member name exists, enter the department code or member login ID.
- Member name: If the company uses multiple languages, you must enter a language-specific name based on the user's language settings, if applicable.
The allocation amount for each budget standard must be the same as the sum of the allocation amounts for all months in the budget usage period.
If a name and a code exist at the same time, such as department name and department code, the code is reflected first.
When filling out the template file, the budget usage period in the Excel file must match the budget usage period set in Step 1.

Input Item	Description	Examples
Budget Order	Enter a number as a unit of one budget When uploading multiple budgets, you must enter the same number in the column corresponding to one budget	1, 2, 3 …
Business Place	Select the budget business place It refers to the business place for one budget. You can enter it only in the first row of a single budget, or you can enter it in all columns equally If left blank, the budget is available to all business places	ABC Corporation
Budget Name	Enter the budget name manually This is the budget name for a single budget. You can enter it only in the first row of a single budget, or you can enter it in all columns equally	Mobile improvement budget
Affiliated Department Name	Enter the department name or employee name accurately. This is the department or employee responsible for a single budget (If the company uses multiple languages) You must enter a language-specific name based on the user's language settings, if applicable	HR Team or Gildong Hong
Affiliated Department Code	Enter the department code of the affiliated department You can check the department code by downloading the organization chart in ‘HR > Organization > Manage Organization Chart’ You can enter either the affiliated department name or the affiliated department code, but if the same department name or member name exists, enter the affiliated department code or the member's login ID	abc202305000030 or abc@naver.com
Project Code Name	(When applying project code to budget) Enter the project code name accurately The project is applied for a single budget. You can leave this field empty if you don't need to apply project codes. You can enter it only in the first row of a single budget, or you can enter it in all columns equally	Mobile improvement project
Project Code	(When applying project code to budget) Enter the project code accurately You can download the project code from ‘Business Support Settings > Common Code > Manage Project Code’ You can enter either the project code name or the project code	PJ20231230
Budget Standard Order	Enter the budget standard order manually This is a budget standard unit applicable for a single budget. You must enter the same number in the column corresponding to one budget When adding multiple budget standards, the order within the same standard must be the same	1, 2, 3 …
Budget Standard Code	Enter the budget standard code. This is a budget standard code applicable for a single budget All columns in a single budget standard code must be filled out the same. When applying multiple budget standard codes to a single budget, check the blue reference box below	B20230830002
Using Department Name	This is the using department or employee for a single budget If it's an employee, enter the employee name. If it's a department, enter the department name (If the company uses multiple languages) You must enter a language-specific name based on the user's language settings, if applicable You must enter it in all columns that apply to a single budget standard	Gildong Hong/HR Team
Using Department Code	If it's an employee, enter the employee's login ID. If it's a department, enter the department code You can enter either the using department name or the using department code, but if the same department name or member name exists, enter the department code or the member's login ID	abc@naver.com or abc202305000030
Include Concurrent Position	Select whether to include concurrent positions You must enter whether to include concurrent positions for all using departments	Use
Include Suborganizations	Select whether to include suborganizations You must enter whether to include suborganizations for all using departments	Use
Allocation Amount	Enter the allocation amount as the budget amount you want to plan In the first row of each budget standard code, enter the amount to be allocated to a single budget (one budget order) It must be equal to the sum of the monthly allocation amounts Do not fill in the budget on every row	1,200,000
Budget Control Status	Select the budget control status This is the budget control status to be applied for a single budget standard code that belongs to one budget. Enter it in the first row of each budget standard code, and don't fill in every row	Use
Carryover Status	Select the carryover status This is the carryover status to be applied for a single budget standard code that belongs to one budget Enter it in the first row of each budget standard code, and don't fill in every row	Carryover
Monthly Allocation Amount	Enter the monthly budget amount. The sum of the monthly allocation amounts must match the allocation amount This is the budget allocation amount to be applied for a single budget standard code that belongs to one budget. Enter it in the first row of each budget standard code Do not fill in every row in the same budget standard code	100,000

Creation example when applying one budget standard code and one using department for a single budget:

Creation example when applying multiple budget standard codes and using departments for a single budget:

Check and Save Upload Data

Check the budget upload results. If there are any errors in the template you created, you'll see an error message at the bottom of the page.

You can download the error history of the uploaded file by clicking ‘Download' in the error message area. Refer to the error messages when editing the Excel file.
Click ‘Upload Again’ at the bottom of the Upload Budget page to upload the edited file again. This will overwrite the previously uploaded file.

Click ‘Save’ at the bottom of the page to save.

Budget planning and allocation are reflected at the same time. Check the list of budget planning and budget allocation.

Deleting saved budget date after uploading

Uploaded budgets can't be deleted in bulk. Therefore, please check thoroughly before uploading.
Uploaded budgets can be deleted with the same process as deleting budgets in the existing Budget service.
- First, select the budget to delete in the Allocate Budget page. Enter 0 for both the monthly allocation amount displayed at the bottom of the page and the allocation amount at the top, and save.
- Next, delete the budget in the Plan Budget page.