To update User's planned time rate changes and/or future budgets, navigate to the Administration Tab. Under the Tools menu, select 'Export Users Details'.
This will produce an Excel workbook with the following tabs (see Figure 2 below). The Planned Time Rates and Planned Budgets information can be edited, and the details are able to be imported back into OnePractice.
Enter details into the Planned Time Rates (Figure 3) and Planned Budgets (Figure 4) tabs.
Once this data is entered, save this Excel workbook to your local drive. Select the Tools button in the Administration Tab again and select 'Import Users Details' (Figure 5 below) and browse to the saved Excel file. Select the file and click Import (Figure 6 below).
Once the progress bar is complete, close the 'Import user time rates and budgets' dialog box. Any data that had been included in the Planned Time Rates and Planned Budgets tabs will now have been imported into each user's record.