Import Budget Line Items

Depending on your account settings this page may or may not be available to you. The Cost import capability must be enabled by an e-Builder Support team member. For more information please contact your account manager.

To import budget line items

  1. Click Cost in the top navigation tabs.
  2. Click the Data Entry link located in the submenu.
  3. Click Import Budget Line Items.

    4. The Import Budget Line Items wizard is displayed.

  4. Complete all required fields and click Next to the last step.
  5. If the file was mapped correctly and there aren't any exceptions or warning, click Import.

    6. —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. Click Previous to re-import the file.

    If multi-currency has been enabled for this account and you have line items in the budget that are not '0' value, you can approve it only if live exchange rates have been set for the project.

Step 1

  • 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.

  • Budget Control: Click this drop-down arrow to select a budget control option.

    • Uncontrolled: Allow commitments and general invoices to exceed the approved budget amount.

    • Controlled Total: Prevent commitments, general invoices and budget changes from exceeding the total approved budget amount.

    • Controlled by Line Item: Prevent commitments, general invoices and budget changes from exceeding approved budget line item amounts.

    For more information on Cost Control settings, see Cost Control.

  • Set budget status to approved: Select to set the budget status to approve once the import is complete.

  • Leave budget status unchanged: Select to leave the budget status as it is after the import is complete.

Step 2

Use this section to map the fields in your spreadsheet to the default budget line item 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.

Step 3

Review the details of the import whether it was successful or not. Errors are display on the Exceptions and Warnings tabs.