Import a Budget

How to import a budget to a Job in Prestartr

Table of Contents

Before you begin… Download the Template Edit the Template Import the Template

Before you begin…

Importing a Budget to a Job in Prestartr uses a CSV template. When working with the template, there are a few things to keep in mind to ensure the process is straight-forward.

  • There are three templates: Item, Sub-Item, and Line.
  • Each line of the Item and Subitem template requires a Date field.
    • The date field format only accepts Day/Month/Year.
      • Example: 14/03/2025
    • The date field cannot be empty.
  • The ID field must be left blank.

With this points in mind, follow the instructions below to learn how to import your budget.

 

Download the Template

From the Job Budget Dashboard, click the Import from CSV button in the upper right corner.

This will open the import menu. The import menu is where you will Download the template as well as where you will Upload your updated template.

From the Import Data menu, click the Type Selector to choose the correct import template to download. 

There are three templates: Item, Sub-Item, and Line.

Click the Download Import Template button.

Edit the Template

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Now that you have downloaded your required template, you will need to edit it.

Use the tabs above for the specific details required for each template.

When editing the template, ensure you do not change the file type.

The template is required to be a CSV file for a successful import.

 
 

Item

There are six columns in the Item Template:

  • ID
 Leave this field blank.
  • Start Date
  • End Date

The date field format only accepts Day/Month/Year.

Example: 14/03/2025
  • WBS Code
 This field only accepts numbers.
  • Parent Item Name
 Leave this field blank.
  • Name
 This is the name of the Budget Item.
 
 

Sub-Item

There are six columns in the Sub-Item Template:

  • ID
 Leave this field blank.
  • Start Date
  • End Date

The date field format only accepts Day/Month/Year.

Example: 14/03/2025
  • WBS Code
 This field only accepts numbers.
  • Parent Item Name
 This field MUST match the name of a Budget Item
  • Name
 This is the name of the Sub-Item.
 
 

Line

There are six columns in the Line Template:

  • ID
 Leave this field blank.
  • Parent Sub-Item Name
 This field MUST match the name of a Sub-Item.
  • Budget Type

This field only Cost Types.
Example: Materials, Labour, Plant etc.

See the Cost Controls Catalogue for more detail.
  • Budget Item
 This is the name of the Line item.
  • Target Rate Amount
 This is the dollar amount being charged.
  • Target Quantity
 This is the quantity of the Line item.
 
 

Import the Template

From the Import Data menu, click the Type Selector to choose the correct import template. 

The upload will fail if you have selected a different type than the template being uploaded.

Click the Choose button to select your template, or drag and drop files in the marked area.

You can only upload one file at a time.

It is important to import the Budget in the correct order:

  • Import your Budget Items first.
  • Import your Sub-Items second.
  • Import your Line items third.

After selecting the correct Type and choosing the correct Template, click the Upload button.

The file will be processed and either update the Budget immediately, or download an error file.