Project Budget Update Actual Cost Item via CSV Import 

Actual costs updates are inputted one month in arrears, based on actual financial data from the financial system. Historical data can be changed at any time should there be a change in the financial system spending.


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.