How to import labor budgets

Use this workflow to manually upload budgeted labor hours and wages via a CSV template to populate comparison reporting.

Before you begin...

• Requires Edit Labor Standards, View Wages, and No Department Filters permissions.
• Must be logged into the Web Portal.
• Note: This tool is intended for hotels that do not utilize automated budget sync integrations like ProfitSword.

The Steps

1. Navigate to Labor Plans > Labor Budgets > Labor Budget Importer.
   
2. Select either the Daily Template or Monthly Template radio button.
   • Note: Monthly templates evenly spread hours and wages across the days of the month.
3. Enter the Date Range (Maximum 365 days).
4. Click Create Import Template to generate the file.
5. Save the CSV file to your computer and open it in Excel.
6. Enter budgeted hours and wages for each position.
   • Important: Do not modify headers or cell formatting.
7. Return to the Labor Budget Importer page in the Web Portal.
8. Click Choose File and select your saved CSV.
9. Click Import to upload the data.
   

The Result

Success: The budget data will now populate the "Budget" columns within the Labor Performance vs Budget report.

Troubleshooting

If this fails...

• If the system returns an upload error, ensure you have not removed any columns or renamed headers in the CSV file.

If specific positions are missing budget data, verify those positions exist in your Position Setup.