This video explains two ways to add budgets in CapExPlan:
Importing from Excel – Ideal if you already have budget data prepared. You can generate a template, paste your data into it, and upload it to the system.
Creating Budgets Directly – Use the Master Budget Worksheet to manually add and customize budget lines, fields, and values within CapExPlan. Both methods support single or multiple business units and offer flexibility depending on your workflow
