Annual Spending Plan - Load Data

Use the OH Annual Spending Plan - Load page to upload line number assignment information for the Annual Spending Plan Report from an external pipe-delimited text file. This page allows users to import spending plan configuration data from either a workstation file or a server file location.

1. On the OH Annual Spending Plan page, select Load. 

2. If you select Work Station, select Choose File and navigate to the file's location.

   1. Select the file and then select Open.

   2. Select Load.

   3. Select Yes.

   4. Save the Load Summary report file and select OK.

3. If you select Server, select the Directory, enter the Server File Name, and click Upload.

   1. Select Yes.

   2. Save the Load Summary report file and select OK.

4. If errors are found, review the error report, make the necessary corrections, and then repeat this procedure.