Ulyses Suite allows the entry of annual budgets by products in order to compare them later against the production report. The values we enter are the expected monthly figures for revenue, overnight stays, and pax. Thus, the daily detail will always be calculated internally as the division between the value entered and the number of days in the month.
Manual budget entry
To manually enter a budget, go to
- Billing Menu >
- Select view mode "By product"
- Fill in the corresponding value for each cell > Save
When saving, it will be summed in its parent categories to display the grouped value
Budget import via Excel
The purpose of importing a budget via Excel is to speed up the process. In many cases, formulas have been used previously. To import a budget via Excel you must
- Top menu Billing > Budget > Import budget
- If you want to use your own template, you must ensure that the columns in your Excel file are correctly mapped to the monthly values for revenue, PAX, and overnight stays through
- Otherwise, proceed to the next step, download the template, fill it out, and upload it again
Once the Excel sheet is uploaded, Ulyses Suite will be updated