Considerations

  • Required User Permissions:

    • 'Admin' level permissions on the project's Admin tool.
      AND
      'Admin' level permissions on the project's Directory tool.

  • Supported Import File Type:

    • XLSX

  • Additional Information:

    • You do NOT need to have the Budget tool enabled to import labor hours and production quantities. If you have access to the Budget tool through Project Financials, Import a Budget.

    • The 'Unit Quantity Based Budget' section in the project's Admin tool is only available to those who have the Timesheets tool enabled.

Important icon Important
  • It is recommended that you only import your Budgeted Hours once.

  • However, if you choose to import a newer version of the Budgeted Hours, any new items will be added to the report and changes to the original Budgeted Hours will be overwritten with the most recent version.