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.

Last Updated: Dec-10-23