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Batch Insert Tool​

The Batch Insert Tool helps you quickly and accurately create new details lines in Header Row subaccounts across your budget automatically. By following the guided steps, you can insert multiple lines, locations, and other entries without having to add them manually.

Batch Insert Tool

Requirements​

To use the Batch Insert Tool, your budget must include Header Row subaccounts.

Currently, the tool inserts lines only into Header Row groups.

Launching the Batch Insert Tool​

The Batch Insert Tool can be launched from the Tools menu in the application menu bar.

Launching Batch Insert Tool

Step 1: Select Location​

When the tool opens, you will begin on the Select Location screen. You can only select one location at a time per batch insert.

Choose the location where you want the new lines to be inserted.

Select Location Screen

After selecting a location, click Next to continue.

Step 2: Choose Lines​

Select the lines you wish to insert. When ready, click Next to continue.

Select Lines Screen

Step 3: Select Accounts​

Select the accounts where you want the new lines to be inserted.

You can choose accounts manually or use the sidebar selection tools to quickly filter and select accounts based on Line Types.

Select Accounts Screen

Step 4: Select Header Rows​

This screen allows you to select the Header Rows where the new lines will be inserted.

You can also create new Header Rows by clicking the + button.

Use the sidebar filters to quickly switch between Header Row group categories and refine your selection.

Select Header Rows Screen

Step 5: Apply Tax & Fringe / Incentives​

This screen allows you to apply Tax & Fringe elements or Incentives to the lines you are about to insert.

Select the applicable Tax & Fringe or Incentive options as needed for your budget setup.

Apply Tax & Fringe / Incentives Screen

Step 6: Review and Insert​

This screen allows you to review your selections and confirm accuracy before inserting the lines into the budget.

You can optionally:

  • Include Data References — Preserve source references for inserted lines
  • Set Company Unit — Assign the appropriate company unit for the new entries

Once everything looks correct, press Insert to complete the batch operation.

Review and Insert Screen