Import Budget Changes

Depending on your account settings you may or may not be able to import budget changes. The Cost import capability must be enabled by an e-Builder Support team member. For more information please contact your account manager. Once the option is available, only users with Import permissions can perform this task.

To import budget changes

  1. Click the Data Entry link located in the Top Navigation Tabs.

    2. The Data Entry Menu page is displayed.

  2. Click Import Budget Changes.
  3. Step 1 of 3: Complete the following fields:
    • Project Identifier: This is a unique ID that will identify which project the budget import is for. Examples include project name and project number.

      Project identifiers are entered into e-Builder as required project custom fields. For multiple options to display, the Do not allow duplicates check box must be selected on the Edit Custom Fields page.

    • Import File: Select the import file.

  4. Click Next.
  5. Step 2 of 3: Use this section to map the fields in your spreadsheet to the default budget change built-in fields in e-Builder. For each required and optional built-in field, click the drop-down arrow and select the corresponding field in the spreadsheet. If the column names in your spreadsheet are identical to the built-in fields, they will populate automatically..
  6. Click Next.
  7. Step 3 of 3: If the file was mapped correctly and there aren't any exceptions or warning, click Import.

    8. —Or—

    If there are exceptions, the Import button is disabled. Click the Exceptions tab to review the exceptions and make any necessary changes to the spreadsheet. Optionally click the Export Exceptions button to export details to a spreadsheet. Click Previous to reimport the file, and then repeat steps 4-7.

    If currency has been set for your project, the exchange rate locked in for the imported budget change will depend on several factors.

    Budget has a locked in rate:

    • Approving imported budget change with non-zero line items will lock in an exchange rate for the imported budget change. The exchange rate used will depend on the budget change approval setting. 
    • Approving imported budget change with zero line items will not lock in an exchange rate.

    Budget has no locked in rate:

    • The first non-zero imported budget change that you approve will lock in the rate for the budget as well as the budget change. The exchange rate used will depend on the budget change approval setting.