There are two steps to install & setup the Budget Grid.
You must be logged on as the System Administrator to install the package
Step 1 – install the managed package
The Budget Grid uses a managed package which needs to be installed. You must have and up-to-date Sage Financials installed first.
The installation URL is: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1r0000018XMP
Follow the instructions in this video to install the Sage Financials Feature Pack by Alpha Index
Step 2 – add the Tab to Sage Financials
Follow the instructions in this video to add the Budget Grid Tab to the Sage Financials App.
Using the Budget Grid
This video gives you an overview of the Budget Grid:
This video shows how to create your first grid:
When you first use the Budget Grid you will be prompted to setup a 30 day trial.
This video shows how to export your Budgets to Excel
This video shows how to import 12 months of budget into the grid from Excel
Please Contact Alpha Index if you need any help with the trial, or if you want to upgrade to the full version: