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It explains when templates are most efficient for BRs with more than 20 lines, identifies eligible BR types (BBA, BCP, ECP, RTL, with ECP using a BCP template), and provides step-by-step instructions to create a BR, obtain the latest master template, populate it, save a Smart View version, and transfer data into the correct BR for validation.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/uploading-budget-templates-in-hyperion-version-100-updated-02132025/244855/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/uploading-budget-templates-in-hyperion-version-100-updated-02132025/244855.png","ImageObject",442,249,{"name":88,"@type":89},"eBook King","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-20","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":25},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Who can use these Hyperion budget upload templates?","Question",{"text":108,"@type":109},"All FI$Cal roles with write access to the Hyperion Planning Application can use the upload templates and follow the steps in this job aid.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"When are upload templates most effective for a budget request?",{"text":113,"@type":109},"Upload templates are most effective when the budget request involves more than 20 lines of budget data, such as multiple appropriations, programs, fund sources, or spending categories.",{"name":115,"@type":106,"acceptedAnswer":116},"Which BR types support upload templates in Hyperion?",{"text":117,"@type":109},"Upload templates can be used for Baseline Budget Adjustment (BBA), Budget Change Proposal (BCP), Enrollment, Caseload, and Population (ECP), and Revenues, Transfers, and Loans (RTL). 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The four BR types for which upload templates can be used are: Baseline Budget Adjustment (BBA),  \nBudget Change Proposal (BCP), Enrollment, Caseload, and Population (ECP), and Revenues, Transfers, and Loans (RTL) . There are separate and distinct upload templates available from your respective Department of Finance (Finance) Budget Analyst or by subscribing to Finance’s Budget Operations mailing list for each of these BR types (exception: ECP BRs use the BCP upload template) .  \nTo subscribe to the Budget Operations mailing list, register here:  \n[https://dof.ca.gov/department-mailing-lists/](https://dof.ca.gov/department-mailing-lists/) .  \nThe following general steps need to be performed to upload budget data into an individual BR in Hyperion using an upload template.  \nCreate a BR in Hyperion (CalPLNXX) where the data will be uploaded  \nCalPLN21 is used when building the 2021-22 Budget, CalPLN22 is used when building the 2022-23 Budget, and CalPLN23 is used when building the 2023-24 Budget, etc. In this example, we will be using CalPLN21 as this BCP is proposed to be included in the 2021-22 Budget.  \n| Steps | Description |\n| --- | --- |\n| 2 | Under My Task List, click on the Budget BR Types arrow to expand the list of options. Then click on the BCP option. (In this example, we use the BCP BR type. However, users must select the appropriate BR type, such as BBA, ECP","cbCaipCwIGz77Wr2","https://ap.wps.com/l/cbCaipCwIGz77Wr2","pdf",2449546,27,"English","# Purpose\n## Target Audience\n## Key Points\n# Create a BR in Hyperion (CalPLNXX) where the data will be uploaded\n## Select the BR type (e.g., BCP)\n## Choose Version, Entity, and fiscal year\n## Create BR and confirm success\n## Enter BR Name and BR Title\n## Record the unique BR identifier\n# Obtain and populate the latest available Excel upload template (master file) from the Department of Finance\n# Save an extra copy of the populated Excel upload template (Smart View file)\n# Copy, paste, and upload budget data to Hyperion\n# Validate loaded data in Hyperion\n# Appendix\n## Key Words\n## Definitions\n## Reference Materials\n## Revision Table\n## Contacts","[{\"question\":\"Who can use these Hyperion budget upload templates?\",\"answer\":\"All FI$Cal roles with write access to the Hyperion Planning Application can use the upload templates and follow the steps in this job aid.\"},{\"question\":\"When are upload templates most effective for a budget request?\",\"answer\":\"Upload templates are most effective when the budget request involves more than 20 lines of budget data, such as multiple appropriations, programs, fund sources, or spending categories.\"},{\"question\":\"Which BR types support upload templates in Hyperion?\",\"answer\":\"Upload templates can be used for Baseline Budget Adjustment (BBA), Budget Change Proposal (BCP), Enrollment, Caseload, and Population (ECP), and Revenues, Transfers, and Loans (RTL). ECP BRs use the BCP upload template.\"}]","Uploading Budget Templates in Hyperion - Version 10.0 - Updated 02/13/2025 | PDF",1789222473,9]