1. Video

You can check the video for a walkthrough on the Project Budget Add New Cost Item via CSV Import.


2. Project Budget Add New Cost Item via CSV

Ensure the CSV file for adding a new project cost item has been created with all mandatory fields populated (see example below) click here to review full template table.

 


  • Change Request (B) Change ID and Value are only required if project is in Execution Phase.
  • Recommendation for Existing Data Handling Type is ‘Skip Existing Items, Add New Items’ if only importing new cost item.

 

  • To import CSV, click here for Project Budget CSV Import Process instructions.