If a Budget item is created in a different Project and needs to be maintained in this Project, the item can be used in the Project by clicking on the Import option in the Toolbar.

  • Click on the Import button and click on Download Template option to download the  template.

  • Enter the Budget entries in the downloaded template and click on the import button to upload the saved budget entries template.

  • Click on the browse button to browse the file and upload it.


  • The uploaded file is processed and the budget item is created.

How to?

How to Create Budget Line Item

How to Use the calculator feature in Budget Manager

How to Add a vendor to Budget Manager

How to use the Right pane in Budget Manager

How to create Direct Cost for a Budget List

How to Import Budget Items

How to Transfer Budget in Budget Manager

How to use View Builder

How to Customize Calculated Columns

How to Edit and Modify existing view

How to Lock and Unlock Budget

How to Configure List Manager for Budget Manager

How to Import Budget Items

How to rearrange and sort columns in Budget Manager

Budget Related Information:

Budget/Cost Metadata

Post Budget to Workflow 

Last Updated: Dec-28-22