Project Budget Import CSV Template

Below is an overview of the each of the budget fields available to be imported via a CSV file.


Note 1: When selecting options a) or b) if there is a mismatch of any data for existing items in the file, the import will assume a new item and add item.


Note 2: Change Request - $ and Value are only required when adding or updating baseline monthly values when the project is in Execution Phase.


Note 3: Baseline Budget (A) field only required if project is in Planning Phase and updating existing baseline monthly values.


Field Names

Description

Mandatory Fields (Yes/No)

Format

Overwrite Existing Items, Add New Items

Skip Existing Items, Add New Items 

Update Existing Items

Project ID

Unique ID assigned to a project can be either system generated or manually entered when project created

Yes

Yes

Yes

Only required if importing at Portfolio Level.

Assigned when project created view Settings>Project Overview

Budget ID

Each budget must have unique ID

Yes

Yes

Yes

Free text,  

WBS

WBS / Cost Centre available to identify finance reference.  Same WBS can be assigned to multiple budget ID

Yes

Yes

N/A

Free text – max 128 characters

Cost Type

Customise at company level

Yes

Yes

N/A

Company settings drop down list e.g. CAPEX, OPEX

Description

Budget description 

Yes

Yes

No

Free text – max 500 characters (Replace existing description)

Change Request (B) – Change ID

ID of approved Change Request for change in baseline funding

Yes (note 2)

Yes (note 2)

No

PFHQ system generated e.g. C_0001. 

Change Request (B) – value 

$$ value of change request to update baseline budget. 

Yes (note 2)

Yes (note 2)

No

Numeric no decimals

Baseline Budget (A)

Total Baseline Budget 

Yes (note 3)

Yes (note 3)

N/A

Numeric no decimals

Baseline/ Forecast/ Actual

 

Identifies which field to be update in the budget module. E.g. Baseline, Forecast and/ or Actual 

Yes

Yes

Yes

Numeric no decimals

Include only fields being updated