Upload the budget

• Ensure that you are in the Budget Upload screen. if it is not already opened:
  • Click the app launcherand select 'Finance.'
  • Click 'Budget' on the top.
• Select 'Original Bid' from the options on the left
• Click 'Add Budget' on the top-right

• Click 'Browse' and navigate to the file you want to upload. 
  • Alternatively, drag and drop the file into the box

The project budget is added as a draft.

• Make necessary corrections as required.

Cost Code

If any cost codes imported from the file contain errors—such as codes not found in your company's cost code list or duplicate entries—they are highlighted in red. To resolve the issue, simply click on the affected cell and make the necessary corrections. 

• Click on the cost code if you want to change it

The 'Company task Codes' pop-up shows the list of your company-level cost codes as a hierarchical tree structure of divisions and categories and the sub-levels of the cost items:

• Select the correct cost code 

Tip: Use the search box at the top to search for the cost code you want to select using a part of the code or the task name as your search criteria.

Type of calculation

The 'Type of calculation' column lets you set up how each line item's total budget amount is computed. By default, the value for this field is imported from the project budget Excel sheet you uploaded. But you can change the method if required.

• Click in the field for the line item you want to change the method and choose from the drop-down.

• Automatic - The total budget amount is automatically calculated for the line item from the values you entered in the 'labor,' 'equipment,' 'material,' 'subcontractor,' 'overhead,' 'others,' and 'profit' fields after you save the budget. 
• Manual - Enter the total budget amount for the line item manually before saving the budget. This overrides the auto-calculated amount.

Other fields

• Edit the values directly in the other fields of the project budget, as required.

• Click 'Submit' at the top right to save the budget.