To import top sheet posts or account posts from existing content like cast, crew, departments, characters, sets, and locations:
- Click Budgeting in the sidebar menu.
- Open your budget.
- Click the budget menu (black icon with three lines) next to the Help icon in the upper right corner.
- Select Bulk create.
- In the pop-up:
- Use the Select dimension (i.e. cast, crew, departments, characters, sets, or locations) dropdown to choose the content to import.
- Decide whether to add them to the Top Sheet or a specific Account.
- If adding to an account, select the summary account, starting account number, and the increment step.
- Click Show Preview to review and uncheck any items you don’t want to import.
- Click Create items to add them to your budget.
