This article will explain the data schema document. This view emphasizes the different parts of the schema and gives good guidance on how you should structure your existing data to match.
Capital Budget & Capital Improvement plans are generally structured differently than the Operating Budget. As such, Open Budget splits this into a separate experience powered by its own datasets.
Note: In order to power the Capital Budget Module, you will need both a Capital Budget Dataset and a Capital Projects Dataset. Schemas for each dataset are available in the link above.
Having your data organized into our schemas ensures optimal system performance.
Notice in both schemas there are required and recommended columns.
Capital ProjectProject Phases Dataset (Optional):