Uploading your Preliminary Budget via CSV

How to Upload a CSV File to Create a Preliminary Budget

Navigate to your project’s Preliminary Budget sub-tab. Click the CSV Import button located at the top-right corner of the screen. The Upload CSV pop-up window will appear.

Before uploading, make sure your CSV file meets these requirements. Use the official Preliminary Budget CSV example file as your template. The file must include the headers 

Category (Column A) mandatory

Sub Category (Column B)  not mandatory

Price (Column C),  mandatory

Scope of works (Column D)  not mandatory

Note: To find a copy of the example file you can download it from the pop up screen by clicking on the blue example file link. 

Each Category (Column A) and if in use Subcategory (Column B) must exactly match as per your names in Rave, spelling must match precisely. 

Enter the price values (Column B) as plain numbers. Do not include dollar signs ($). 

Adding a scope of works where there is only a Category will assign the scope to the category header. 

Where there is a Subcategory it will assign the scope to the sub category. 

In the Upload CSV pop-up, click the cloud icon labeled “Click to select file(s) for upload, or drag and drop them here.” Select your prepared CSV file from your computer. Click Proceed to confirm and start the upload.

The system will automatically load all matching categories and their associated amounts into your Preliminary Budget. If there are no errors the import will look like the below and you can select Import to finish the process.

If any items cannot be added due to errors (because they don’t exist in your Estimate Category list, there are spelling issues etc) you’ll see a red alert message at the top of the import model. 

Hovering over the red caution icon will tell you for each error what the problem is.

In this example the selected Category doesn't exist therefore it cannot be imported. 

To fix this, manually add those missing categories and amounts to your Estimate Category list, or fix the spelling errors on the csv and then re-upload the file.

Once it imports with no errors you can press Proceed to save.