Building plan files using a Scheduler job

Use a filter in Scheduler to run the Build & Process Budget Files job. To confirm that no errors occurred, review the log for errors after the scheduled job completes.

To build plan files using a Scheduler job:

1. From the Admin ribbon tab, click Scheduler.

   

2. In the Job ribbon tab, click Open.
3. Double-click the Budgeting folder.

4. Double-click Build & Process Budget Files.

   NOTE: By default, the job is already set up to run, but you can complete steps 5-9 if you want to filter the plan files to build and process. Otherwise, skip to step 10.

5. In the left-hand navigation, click Tasks > Create Plan Files (if it's not already selected).

   

6. In the General tab, click the folder icon.

   

7. Select the file group in which to select the plan file to create.

   

8. Click the Plan Files tab, and click Use filter.

   

9. From the list, select the plan files to create by clicking the check box next to the left of the DEPT column.

10. In the Job tab, click Run Once.