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Import a Budget CSV

Objective

To import a project's budget into Procore. 

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on project's Budget tool.
  • Supported Import File Type:
    • CSV
  • Prerequisites:
    • The Budget tool must be unlocked. See Unlock a Budget
      Notes:
      • If you want to add additional budget items after locking your budget, you must use the Create Budget Line Item option. See Create a Budget Line Item.
  • Additional Information:
    • You can only add multiple items with the same cost code if each item has a different cost type. Example:
      • 02-300 - Earthwork, M, $30,000
      • 02-300 - Earthwork, L, $10,500
      • It is recommended that you only import your budget once. However, if you choose to import a newer version of the budget, any new items will be added to the list and changes to "Original Budget" values (of existing items) will be overwritten with the most recent value.
      • If you need assistance with the import process, email imports@procore.com.
  • Limitations:
    • If you export a budget into a CSV, you cannot make changes to it outside of Procore (e.g., in Microsoft Excel) and then re-import the revised version using the Import button. (An exported CSV contains additional columns of information that are not supported by the Import feature.)

Steps

  1. Navigate to the project's Budget tool.
    The Budget page appears. 

  2. If the project's budget is locked, see Unlock a Budget.

  3. Under Import Budget CSV, click Download Template

    download-template.png

    The system downloads a copy of the budget.csv file to the download location for your web browser. 
    Important! You must always 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. 

  4. Before updating the CSV file, be aware of the following:
    Important!

  5. Populate the CSV file with the following budget data:

    budget-csv-example.png
     

    • Cost Code. Enter the cost code number in the following format: 'Division-Code' (e.g., 02-200).

    • Description. Enter the cost code description (e.g., Site Preparation, Site Demolition, etc.).

    • Cost Type. Enter cost type abbreviation (e.g., L=Labor, E=Equipment, M=Materials, etc.).You must use one of the supported abbreviations from the list that's defined for your company in the company's Admin tool. See Set Default Cost Types and What are Procore's default cost types?

    • Budget Amount Enter a numeric value. The use of commas and/or the dollar symbol ($) are NOT required.

  6. Save your changes to the CSV file.
    Important! Always save the file in the Comma Separated Values (.csv) file format. 

  7. Navigate back to your project's Budget tool.

  8. In the Import Budget CSV area, click Choose File

  9. In the window that appears, select your CSV file. Then click Open

  10. When the file name appears next to the 'Choose File' button, click Import.

    import-budget-file.png
     

  11. Check the import and verify that all items of your budget were properly imported.
  12. (Optional) Add additional budget line items, as necessary. (Note: When you edit any values highlighted in yellow, the related columns of information will automatically be recalculated in real-time to reflect those changes. Users with 'Standard' or 'Admin' user permissions can edit budget values.)
  13. Once you are satisfied with your budget, click the Lock Budget button to lock down your budget. (Important! Once a budget is locked, you can no longer change any "Original Budget" amounts.)

    NOTE: When the Budget tab is active, the reports tab will appear differently
    -  The project will no longer have the Budget Forecast Report or Budget Summary Report
    + The project will gain the Budget Modifications Report and the Budget Detail Report
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Last modified
08:44, 13 Oct 2017

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