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Import Budget Code Attribute Items to Project Work Breakdown Structure

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Objective

To import budget code attribute items to up to three (3) existing attributes in a project's Work Breakdown Structure. 

Background

To save on data entry time when adding items to a budget code attribute, users can download a CSV template, complete the data entry in a spreadsheet program, and then import the file to the Procore project's Work Breakdown Structure. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project Admin tool. 
  • Additional Information:
    • Add an unlimited number of attribute items for up to three (3) attributes. 

Steps

Download a Template

You can alternatively download a spreadsheet template to import attributes:

  1. Navigate to the Project Admin tool.
  2. Under Project Settings, click Work Breakdown Structure.
  3. Click the Budget Code Attributes tab.
  4. Click Import Spreadsheet.
    This opens the Import Attribute Items from CSV window. 
  5. Click Download Blank Spreadsheet template. 
    This downloads a spreadsheet to your web browser's configured download location.

Update the Template

  1. Open the template in a spreadsheet program. 
    The header row shows your system’s attributes by name.
  2. In each column (starting on row 2), enter an unlimited number of items for each attribute.
     Tip

    For best results with CSV imports, follow these best practices: 

    • Do not apply any text or number formatting to your entries. Enter data in plain text.
    • Type each entry exactly as you want it to appear in Procore. These entries will display in the user interface. 
    • Do not move or change the values in the header row. Changing the structure of the data table will result in a failed import. 
    • Do not move, change, or add additional columns to the data table. 
  3. Save the completed template. Name the completed template what you want. 

Import a Completed Template

  1. Navigate to the Project Admin tool.
  2. Under Project Settings, click Work Breakdown Structure.
  3. Click the Budget Code Attributes tab.
  4. Click Import Spreadsheet.
    This opens the Import Attribute Items window. 
  5. Upload or drag-and-drop the completed template to the Spreadsheet area. 
  6. Click Import.