Project Budget Update Forecast Cost Item via CSV Import 

For projects in Planning phase (Pipeline Project), baseline budget cost items for past, current and future months can continue to be updated and saved until satisfied the data is accurate.


For projects in Execution Phase, baseline budget cost items for current and future months will only be available to update. Historical changes are not allowed.


Ensure the CSV file for updating existing project forecast cost item has been created with all mandatory fields populated. Actual cost field can be updated in the same file if required (see example below) click here to review full template table.


  • Recommendation for Existing Data Handling Type is ‘Update Existing Items’ if updating existing forecast and/or actual values.


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