Overview
Users can import budget values directly into either the Owner Budget or Your Budget using a downloadable template file.
The available template depends on the budget type and workspace type because each template contains different columns.
Process
Important Notes Before Importing
There Are Two Different Budget Templates
The platform provides two separate templates:
Owner Budget Template
Your Budget Template
These templates are not interchangeable in all workspace types because the available budget columns differ.
Owner Budget Template
The Owner Budget template only contains columns for original budget values.
Example columns include:
Cost Code Structure
Original Budget
Use this template when importing into:
Owner Budgets
Your Budgets in certain workspace types (explained below)
Your Budget Template
The Your Budget template contains additional financial tracking columns.
In a REP workspace, the template may include:
Budgeted Cost
Budgeted Profit
Budget Margin
Budget Cost Revenue
Profit columns
This template is specifically designed for REP workspaces where profit tracking is enabled.
Workspace Type Differences
In the following workspace types:
Owner
GC
Subcontractor
Architect
The Your Budget does not include a Profit column.
Because of this, users in these workspace types must use the Owner Budget Template when importing into Your Budget.
Only REP workspaces use the dedicated Your Budget template with Profit-related columns.
Importing a Budget
Step 1 — Open the Budget
Navigate to either:
Owner Budget
Your Budget
Then click Import Budget.
Downloading the Correct Template
When importing, select Template to download the correct file for your budget type.
Owner Budget → Downloads the Owner Budget template
Your Budget in REP workspace → Downloads the Your Budget template
Preparing the Template
The template requires:
Your Cost Code Structure
Budget values
Important
The Cost Code Structure must be included in the file.
Additional structure levels may be optional depending on your setup, but the structure itself is required for import validation.
Uploading the File
After completing the template:
Save the file
Return to the Budget import screen
Upload the completed template file
Confirm Import
Once uploaded, the budget values will populate automatically.
Using the correct template and required cost code structure ensures a smooth and successful budget import process.