Fin/KPI Multi Year template

To import multi-year Fin/KPI data, follow the below steps:

1. Click on the three dot menu in the top right corner. Click on Generate FIN/KPI/ESG Multi Year Template. 

2. A new window is displayed. Select the years from the dropdown for which the data must be imported. Select the type of financials to be imported, i.e., Actuals, Budget, and Audited. Click on Download Template.

3. The excel file will download. In the downloaded file, you can see multiple sheets, i.e. Actual, Budgeted, and Audited. Fill the data and save it. 

4. Click on the three dot menu in the top right corner. Click on Import FIN/KPI Multi Year Template. 

5. A new window is displayed. Select the Status, i.e., CFO Approved/ Work in Progress. Click on Choose File button.

6. Click Upload.