Budget Import Fields and Functionality

The Excel Import Template is automatically populated with all the selected projects and their corresponding tasks and assignments with the selected budget types, as well as the expense, charge and product items. If no options are selected in the Budget Options section of the Import Template Options page when downloading the Excel Import Template, the template is created with the default columns.

The default columns used to create the projects, tasks and assignment budgets in an Excel Import Template are indicated by an asterisk (*) in the Budget Excel Import Template Fields table.

Note: To ensure optimal performance and minimize the risk of timeouts or errors, it is recommended that Budget Import file be limited to 200 rows or fewer. If your dataset exceeds this, consider splitting the file into smaller batches before importing.

Caution: Importing multiple Baselines through the Budget Import functionality is not currently supported. If your Budget Import Template includes Baseline values, these will overwrite any existing baselines and automatically become the Active Baseline. As a result, all previously stored baselines will be deleted during the import process, and the imported baseline will be set as the new Active Baseline by default.

From the Import Template Options page, you can perform the following:

Define a single budget per Excel line
Define multiple budgets per project, task or assignment
Delete the Excel lines of projects, tasks or assignments for which they do not want to import budgets
Add the Excel lines of projects, tasks or assignments for which they want to import budgets
Add new columns for items that they want to create budgets, as long as the new columns comply with the naming convention used by the system to process the requests.

Depending on the fields defined in the Excel Import Template, the budget is imported as:

Project Budget: project name is defined but task and user name are not defined
Task Budget: project and task name are defined but the user name is not defined
Assignment Budget: project, task and user name (first and last) are defined

A budget import failure can occur when the fields are defined as follows:

Project and task name are defined but only the user first or last name is defined
Project and user name are defined but task name is not defined
Only the user name is defined

Note: Budget imports also fail if the project, task or assignment specified does not exist. If duplicate project, task, expense item, charge item or product item names exist, the system assumes that it refers to the first one encountered (based on unique id).

Budget Excel Import Template Fields:

Excel Field	Description
Project Name*	Defines the project. If no task or user is defined, then the budget is created for the project.
Task Name*	Defines the task. If no user is defined, then the budget is created for the task (added to the template only when the task or assignment budgets are imported).
User Name*	First name of the user. When a project, task and user first and last name are defined, then the budget is created for the assignment (added to the template only when the assignment budgets are imported).
User Last Name*	Last name of the user. When a project, task and user first and last name are defined, then the budget is created for the assignment (added to the template only when the assignment budgets are imported).
Budget Name*	Budget name.
Start Date*	Budget start date.
End Date*	Budget end date.
Description*	Budget description.
Prevent Exceed Total Time*	Status of the Prevent User from exceeding the Current Time Budget option for the assignment budget (added to template only when assignment budgets are imported).
Prevent Exceed Billable Time*	Status of the Prevent User from exceeding the Current Billable Time Budget option for the assignment budget (added to template only when assignment budgets are imported).
Prevent Exceed Non-Billable Time*	Status of the Prevent User from exceeding the Current Billable Time Budget option for the assignment budget (added to template only when assignment budgets are imported).
Current Time*	Amount of hours in the Current Time (hrs) field of the budget.
Baseline Time*	Amount of hours in the Baseline Time (hrs) field of the budget.
Current Billable Time	Amount of hours in the Current Billable Time (hrs) field of the budget.
Baseline Billable Time	Amount of hours in the Baseline Billable Time (hrs) field of the budget.
Current Non-Billable Time	Amount of hours in the Current Non-Billable Time (hrs) field of the budget.
Baseline Non-Billable Time	Amount of hours in the Baseline Non-Billable Time (hrs) field of the budget.
Current Cost*	Amount in the Cost Current ($) field of the budget.
Baseline Cost*	Amount in the Cost Baseline ($) field of the budget.
Current Time Cost	Amount in the Cost Current Time ($) field of the budget.
Baseline Time Cost	Amount in the Cost Baseline Time ($) field of the budget (not applied to assignment budgets).
Current Expense Cost	Amount in the Cost Current Expense ($) field of the budget (not applied to assignment budgets).
Baseline Expense Cost	Amount in the Cost Baseline Expense ($) field of the budget (not applied to assignment budgets).
Current Exp <Item Name> Cost	Amount in the Cost Current Expense Item ($) field of the budget. There is a column for each expense item added to the budget (not applied to assignment budgets).
Baseline Exp <Item Name> Cost	Amount in the Cost Baseline Expense Item ($) field of the budget. There is a column for each expense item added to the budget (not applied to assignment budgets).
Current Charge Cost	Amount in the Cost Current Charge ($) field of the budget (not applied to assignment budgets).
Baseline Charge Cost	Amount in the Cost Baseline Charge ($) field of the budget (not applied to assignment budgets).
Current Charge <Item Name> Cost	Amount in the Cost Current Charge Item ($) field of the budget. There is a column for each charge item added to the budget (not applied to assignment budgets).
Baseline Charge <Item Name> Cost	Amount in the Cost Baseline Charge Item ($) field of the budget. There is a column for each charge item added to the budget (not applied to assignment budgets).
Current Product Cost	Amount in the Cost Current Product ($) field of the budget (not applied to assignment budgets).
Baseline Product Cost	Amount in the Cost Baseline Product ($) field of the budget (not applied to assignment budgets).
Current Product <Item Name> Cost	Amount in the Cost Current Product Item ($) field of the budget. There is a column for each product item added to the budget (not applied to assignment budgets).
Baseline Product <Item Name> Cost	Amount in the Cost Baseline Product Item ($) field of the budget. There is a column for each product item added to the budget (not applied to assignment budgets).
Current Billable*	Amount in the Billable Current ($) field of the budget.
Baseline Billable*	Amount in the Billable Baseline ($) field of the budget.
Current Time Billable	Amount in the Billable Current Time ($) field of the budget (not applied to assignment budgets).
Baseline Time Billable	Amount in the Billable Baseline Time ($) field of the budget (not applied to assignment budgets).
Current Expense Billable	Amount in the Billable Current Expense ($) field of the budget (not applied to assignment budgets).
Baseline Expense Billable	Amount in the Billable Baseline Expense ($) field of the budget (not applied to assignment budgets).
Current Exp <Item Name> Billable	Amount in the Billable Current Expense Item ($) field of the budget. There is a column for each expense item added to the budget (not applied to assignment budgets).
Baseline Exp <Item Name> Billable	Amount in the Billable Baseline Expense Item ($) field of the budget. There is a column for each expense item added to the budget (not applied to assignment budgets).
Current Charge Billable	Amount in the Billable Current Charge ($) field of the budget (not applied to assignment budgets).
Baseline Charge Billable	Amount in the Billable Baseline Charge ($) field of the budget (not applied to assignment budgets).
Current Charge <Item Name> Billable	Amount in the Billable Current Charge Item ($) field of the budget. There is a column for each charge item added to the budget (not applied to assignment budgets).
Baseline Charge <Item Name> Billable	Amount in the Billable Baseline Charge Item ($) field of the budget. There is a column for each charge item added to the budget (not applied to assignment budgets).
Current Product Billable	Amount in the Billable Current Product ($) field of the budget (not applied to assignment budgets).
Baseline Product Billable	Amount in the Billable Baseline Product ($) field of the budget (not applied to assignment budgets).
Current Product <Item Name> Billable	Amount in the Billable Current Product Item ($) field of the budget. There is a column for each product item added to the budget (not applied to assignment budgets).
Baseline Product <Item Name> Billable	Amount in the Billable Baseline Product Item ($) field of the budget. There is a column for each product item added to the budget (not applied to assignment budgets).
Current Non-Billable*	Amount in the Non-Billable Current ($) field of the budget.
Baseline Non-Billable*	Amount in the Non-Billable Baseline ($) field of the budget.
Current Time Non-Billable	Amount in the Non-Billable Current Time ($) field of the budget (not applied to assignment budgets).
Baseline Time Non-Billable	Amount in the Non-Billable Baseline Time ($) field of the budget (not applied to assignment budgets).
Current Expense Non-Billable	Amount in the Non-Billable Current Expense ($) field of the budget (not applied to assignment budgets).
Baseline Expense Non-Billable	Amount in the Non-Billable Baseline Expense ($) field of the budget (not applied to assignment budgets).
Current Exp <Item Name> Non-Billable	Amount in the Non-Billable Current Expense Item ($) field of the budget. There is a column for each expense item added to the budget (not applied to assignment budgets).
Baseline Exp <Item Name> Non-Billable	Amount in the Non-Billable Baseline Expense Item ($) field of the budget. There is a column for each expense item added to the budget (not applied to assignment budgets).
Current Charge Non-Billable	Amount in the Non-Billable Current Charge ($) field of the budget (not applied to assignment budgets).
Baseline Charge Non-Billable	Amount in the Non-Billable Baseline Charge ($) field of the budget (not applied to assignment budgets).
Current Charge <Item Name> Non-Billable	Amount in the Non-Billable Current Charge Item ($) field of the budget. There is a column for each charge item added to the budget (not applied to assignment budgets).
Baseline Charge <Item Name> Non-Billable	Amount in the Non-Billable Baseline Charge Item ($) field of the budget. There is a column for each charge item added to the budget (not applied to assignment budgets).
Current Product Non-Billable	Amount in the Non-Billable Current Product ($) field of the budget (not applied to assignment budgets).
Baseline Product Non-Billable	Amount in the Non-Billable Baseline Product ($) field of the budget (not applied to assignment budgets).
Current Product <Item Name> Non-Billable	Amount in the Non-Billable Current Product Item ($) field of the budget. There is a column for each product item added to the budget (not applied to assignment budgets).
Baseline Product <Item Name> Non-Billable	Amount in the Non-Billable Baseline Product Item ($) field of the budget. There is a column for each product item added to the budget (not applied to assignment budgets).
* Default columns used to create the projects, tasks and assignment budgets in an Excel Import Template.