To export the Budget to Microsoft Excel

Important: To export the budget to Excel, you must first have the Path to Excel set up in Maintenance module > Maintenance menu >Computer Defaults.

The budget will remain linked to the budget in VisionVPM and the VisionVPM budget can be updated from the Excel spreadsheet provided both remain open and the changes are saved in VisionVPM.

1. From the Budget window, click Excel.
   • Excel will open and the budget will be displayed.
2. Adjust the budget as necessary, and then from VisionVPM, click Save.
   • Note: When saving changes to the budget, do not close the budget in Excel.
   • The budget in VisionVPM will be updated.