Ulyses Suite also allows us to enter the annual budget for each of the segments. This way, we can later compare the production report by segments against the budget to see the difference. We can enter the budget in the following ways
Manual budget entry
To manually enter a budget, go to
- Billing Menu > Budget
- Select display mode "By segment"
- Fill in the > Save
When saving, it will be summed in its parent categories so you can have the grouped value
Budget import via Excel
The purpose of importing a budget via Excel is to speed up its entry. In many cases, formulas have been used beforehand. To import a budget via Excel, you will need to
- Top menu Billing > Budget > Import budget
- If you want to use your own template, make sure to correctly map the columns in your Excel file with the monthly values for revenue, PAX, and overnights through
- Otherwise, proceed to the next step, download the template, fill it out, and upload it again
Once the Excel sheet is uploaded, it will update the budget in Ulyses Suite