How to Upload a CSV File to Create a Preliminary Budget
To create a new Preliminary Budget via a CSV file upload:
- Click on the 'CSV Import' button to the top right of the project's Preliminary Budget sub-tab
This will open the Upload CSV pop up
NOTE: You must use the Preliminary Budget CSV 'example file', maintaining the 'category' and 'price' headers for a successful upload. Also the categories listed in column A, must be categories already in your Estimate Category list.
- The spelling for each category name (category) in column A, must match an existing category in your Estimate Category list.
- You do not need a dollar ($) for the dollar amounts - just type these in for each line, in the price column, column B - Upload your CSV File by clicking on the 'Click to select file(s) for upload, or drag and drop them here' cloud icon
- Then click ‘Proceed' to confirm
This will load all categories from the CSV file (that are already in your Estimate Categories list) and associated amounts.
NOTE: A red alert to the top left of the screen, will let you know a quantity of any categories (and amounts) that could not be added - as the category does not currently exist in your business. If you get this alert, you will need to add the additional Categories and Amounts manually.
