Polaris will allow you to do your own budgeting. You will have to click Budget on the left hand side and it will show two options. Budget Import and Actualize Budget.
Budget Import section there will be multiple options they will be House/Date Range/Budget Format and Download Template.
House - When you click the box next to House all the sites in the company will show and you will need to click the site you want.
Date Range - A calendar will show and you will need to find Week 1 and end it at Week 52 or sometimes 53 depending when your year end finishes.
Budget Format - Two options will show either Weekly or Period. Weekly will give you a budget template with 52 or 53 weeks and you will be able to do your budgeting by weekly figures. Period will show you 12 periods and you do your budgeting by period.
Click Download Template and that will bring an empty excel export template of your selected budget (weekly or period) for the year.
Simply fill in the budget template as required.
Then repeat the steps above (that you did to export the file, BUT when you get to the DOWNLOAD TEMPLATE option DO NOT click the option to Download, instead you click Insert Loading Percents.
This will populate a daily (or weekly if uploading by period) breakdown to allow the phasing of the budgets across a week/period, so you can weight more of the budget towards the weekend if more of your sales are taken during weekend trading. The phasing has to total to 100%.
You also have the option to adjust the phasing for individual weeks in the year (all weeks by default will apply the weekly phasing you've already applied), in case you want more accurate comparisons for key events; Valentines, Mother's Day, Christmas (and Christmas Closures) etc.
Once the loading percents have been entered you are now ready to upload.
To upload the budget you will need to scroll all the way down to the bottom of the screen and click Select File. This will open your documents and you will need to select the correct budget file that applies to the site you have selected. If the file you selected does not match the site you selected at the top of the budget import screen it will NOT upload and an error message will be returned.
To repeat the upload for more than one site - simply change the site in the drop down box at the top of the screen, and select the relevant file. You can choose new Loading % for this site prior to upload or you can leave them to apply the same loading % as applied to the previous site uploaded.
N.B. if you require profit group headings that vary to the ones that appear on the Budget Export you have downloaded, please contact Polaris Support who will be able to assist with getting these added.