Export and import budget items

You can export budget items to an Excel file, where you can edit them and create new ones. Then you can import the file, which can only be used once, back into the same project.

If you have access to Project Settings, you can also add budget group options to ProjectSight using the spreadsheet.

Note:
  • Record permissions, field permissions, and status permissions are checked when you export budget items to an Excel file and when you import the file into ProjectSight.
  • The Excel file can only be imported into the project that it was exported from.
  • The Forecast To Complete Type column is read-only.
  • The Forecast To Complete column is read-only if the value in the Forecast To Complete Type column is Line Items.

Edit and create budget items using the Excel import sheet

You can use the the Excel import sheet to edit and create budget items.

  1. On the navigation toolbar, select Project export toolbar button(Import/Export) > Export to Excel.
    The existing budget items are downloaded in an Excel file.
  2. Open the Excel file.
  3. Edit the unlocked columns for existing budget items.
    The Original Budget is unlocked for budget items that are exported with the Pending status.
  4. Create a budget item.
    1. Select a lookup item for each budget group to create a unique budget code.
      The budget code is generated after the Excel file is imported back into ProjectSight.
    2. Enter the Description, Original Budget, and Status, which are required.
  5. To add budget code lookup items, select the Budget Groups tab, and then enter the lookup item under each budget group column.
    This tab is visible only if you have security access to the project settings.
  6. Save the Excel file.
  7. In ProjectSight, open the Budget module.
  8. On the navigation toolbar, select Project export toolbar button(Import/Export) > Update from Excel.
  9. Select the Excel file to import.

Review and fix import errors

You can review and fix import errors.

To review and fix import errors:
  1. In the import error message, select Review Errors.
    The PCOs with errors are exported to a new Excel file.
  2. Review the Feedback column and fix the associated errors.
  3. Save the Excel file.
  4. In ProjectSight, open the Potential Change Orders module.
  5. On the navigation toolbar, select (Import/Export) > Update from Excel.
  6. Select the Excel file to import.