With the Budget manager Import option you can import already created budget items from other projects 

  • Clicks on the Import button to see a popup with 'Download Template' option.


 

  • Click on Download Template and download the template.


 

  • Open the template and fill the below information 
  • Division / Cost Code - Pick the division code/cost code from the dropdown. 
  • Cost Type - Pick the required cost type from a list of all the cost types. 
  • Est. Start Date - Enter the estimated start date of budget.
  • Est. End Date - Enter the estimated start date of budget.
  • Curve - Curve is a dropdown of values defined in the system.
  • Original Budget - Enter the original budget value in this field

  • Save the edited budget template and click on the Import button.

  • 'Browse' the edited template and upload it.


 

  • The file will be processed and the Budget items will be created successfully.

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: Nov-04-22