Project budgets in Production Accounting are permission based
To use PAS to import a project budget, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: Accounting settings - Full access
If your production’s budget is already in a Movie Magic XML file that’s saved to your computer, you can upload it to your project in Wrapbook.
To import a project budget from Movie Magic:
Make sure Production Accounting has been enabled for your company’s account
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the project that you want to see the Budget/EFC for
In the project dashboard’s Budget & EFC overview, click View budget
At the top of the dashboard, click the Create budget button or the New budget button. The option displayed is based on the number of budgets that have already been added to the project.
Select Import Movie Magic XML file
In the Import & overwrite budget popup, click the Select a file button to choose the XML file that you want to import from your computer
Enter the Budget name
Choose the information that you want to import. Your options are: Budget & EFC, Budget, or EFC
Select the default location and production code(s) and your cost code override preference
Click the Import and review button
After you click Import and review, the imported file will automatically open in the project Budget/EFC dashboard.
If you need to upload a new Movie Magic MXL file to the project, click the Re-import button on the Budget/EFC dashboard.
Select a project, then click View budget
Click the Create budget or New budget button and select Import Movie Magic XML File
Click the Select a file button, enter the required details and your override preference, then click the Import and review button