You can upload the rota budgets to your system by following the below steps:
Click into Data Manager via System Admin or Configuration, depending on how your system is configured.
Click Rota's on the left-hand menu.
Click the Subsection or Section budgets.
If you are uploading both subsection and section budgets, then you will need to make sure the section budgets are uploaded first, this is because when you go to upload the subsection budgets, the section code needs to match what has already been uploaded.
You will be able to copy and paste your rota budgets from an excel document.
Input budgets on a daily basis for a specific site
You can also input budgets on a daily basis for a specific site if you follow the below steps:
Click into the Rotas menu option then click the Budgets tab found on the menu towards the top of the screen.
Within the Budgets screen, select a section from the Organisation button.
Input the date you would like to add budget information to this section for within the Date Picker.
Click Add Budget button.
You should now see a pop-up window appear which will allow you to enter specific details such as Wages Percentage and Revenue Stream (e.g. Food and Drink) values for the specific site and day you selected earlier. Enter any values you require.
Click Save.
📌Note: If you get There was a problem updating the Rota Financials error, may be due to a missing custom rota variable or incorrect input stream configuration. It could also be caused by formatting issues, such as new line characters.