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Use Sync from Budget and Sync from Planner to fill the forecast worksheet from your budgets or from Planner. Both only change the worksheet on screen. Click Save afterward to keep the result. This guide is for MSP staff whose role has manage_budgets.

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Before you start

  • You need manage_budgets. Without it the Sync from Budget, Sync from Planner and Save buttons are not shown.
  • Select one company in the top bar and check the Base Year. See Read and adjust a company budget forecast.

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Refresh starting costs from budgets

1

Check the worksheet

Check the company, the Base Year and your current overrides and percentages.
2

Click Sync from Budget

A Budget data has been refreshed from current budget. message appears.
3

Compare the amounts

Look at each Base Year amount and the totals.
4

Save

If the result is right, click Save and wait for Budget forecast rules have been saved successfully.
This replaces the Base Year amount of each current category with the company’s budget total for that year. A category with no budget cost becomes zero. It keeps your percentages, Include switches and future overrides, so later years can still show earlier adjustments. It does not change any budget. The budget total adds every budget the company has for that year, including rejected lines. See Read and adjust a company budget forecast.

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Merge planned costs from Planner

1

Check the horizon

Confirm the Base Year and Years to Forecast. The sync uses them.
2

Click Sync from Planner

The Sync from Planner dialog opens. Under Merge Strategy, pick Overwrite All, Add to Current or Merge (Keep Higher). It starts on Overwrite All, so check it each time.Planner merge choices: Overwrite All, Add to Current and Merge Keep Higher.
3

Choose the categories

Under Categories to Sync, clear any category you want to leave alone. Use Select All or Deselect All. You must pick at least one.
4

Run the sync

Click Sync from Planner in the dialog. A Budget data has been synced from planner items. message appears. Check the base amounts and the Override cells in the chosen categories.
5

Save

Click Save on the toolbar. The sync alone does not save anything.

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Choose the merge strategy

A strategy only affects the categories you select. It leaves percentages and Include switches alone.
For future years, Add and Merge look at the stored override, not the calculated number you see in the cell. If a cell shows 1,050 with no override and Planner has 500, Add to Current sets an override of 500, not 1,550. Check every year that changed.
If Planner has no cost above zero for a category’s base year, the base amount stays as it is. For a future year with no Planner cost, Overwrite All clears the override so the calculation applies again. Add to Current and Merge (Keep Higher) keep existing overrides. Overwrite All does not turn missing Planner costs into zero. Running Add to Current twice adds the same Planner amounts twice. Do not repeat it to refresh costs.

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Which Planner costs are included

The sync uses the company’s Planner items that have a category, a Due date or Start date, and are not archived or Cancelled. Completed items still count. The budget editor’s Planner panel works differently, because it leaves out Completed items. The cost year follows the Due date, or the Start date if there is no Due date. The sync uses an item’s separate cost lines when it has them, and otherwise the item’s overall estimate.
  • One-time costs count once, in their year, inside the forecast years.
  • Monthly costs count twelve times the monthly amount in each year from their first year to the end.
  • Annual costs count once each year over the same range.
A recurring cost is not cut down for a late start in its first year. Check late starts, completed recurring work and costs already in a budget before you merge. The sync adds up costs by category and year. It does not create budget lines or change Planner items.

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Troubleshooting

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Frequently asked questions

No. It only replaces the base amounts. Overrides, percentages and Include switches stay.
No. Click Save on the toolbar.
No. For future years it compares Planner with the stored override, and counts a missing override as zero.
No. Archived and Cancelled items are left out. The item also needs a category, a date and a cost above zero.
No. They count twelve months in each year from their first year.
No. It only changes the worksheet. Saving stores the forecast rules.