1.1 Project Budget Add New Cost Item via CSV Import
Created by: Hazel Pacaldo
Modified on: Fri, 27 Nov, 2020 at 5:58 PM
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.
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