Project Budget Update Custom Cost Item via CSV import 

The custom budget data set allows customers to add custom budget data within projects and portfolios, this is in addition to the standard Baseline, Forecast and Actual cost values.

This field can also be imported via CSV, below is an example:

  1. Header and description must be exactly as defined in Company Settings. 
  2. Monthly costs.


  • There is no validation for Custom Budget Data Set, therefore Total and Monthly costs can be updated at any time, this includes past, current and future months.
  • The Custom Budget total (item 3) is not an editable field, this total will automatically update based on changes to the Monthly Custom Budget data.