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Import Baseline Budget

In this topic, we'll show you how to import the Baseline Budget to your project.

From the Budgets Dashboard

  1. Click on the Budgets and Costs module from the left navigation.


  2. Click on Baseline Budgets from the drop-down list.


  3. Click on the Import Budget link. A white screen with a link will only show until you haven’t added any line item to the Budget. Once you add a line item, you will see an Import/Export Budget drop-down, located on the top-right corner of the screen. You can click on this button to import Budget.

  4. Click on the Import Budget option from the drop-down list.

  5. Click on the xlsx or xls link, to download the Baseline Budget Template File.

  6. Follow the instructions in the Baseline Budget Template File to add your data to the file.

  7. Click on the Browse button and select the new Baseline Budget Template File (with your data) from your computer and upload the file.

  8. Your data will be successfully imported to your project’s Baseline Budget.

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