To import a project's budget into Procore.
Navigate to the project's Budget tool.
Make sure the budget is unlocked.
Click the Download Template text link to download the budget.csv file.
Important: Add your project's budget into the provided template CSV file. For compatibility reasons, it's strongly recommended that you only use the provided template (budget.csv) for importing your budget data.
Populate the spreadsheet with your budget data. DO NOT rename any of the columns or add/remove columns from the spreadsheet. You can copy the budget data over from another spreadsheet, but make sure to use your company's Cost Code and Types (as defined at the company level in Procore under the Admin > Contract Configuration tab). If you fill out this spreadsheet manually, you do not have to delete unused rows. Procore will not import and create items for any rows where the Type or Budget Amount fields are blank.