Only Admin users with Edit Account Settings and Data set as On can access the CSV Import/Exporter.

Runn's project budget feature enables you to rapidly budget a project by adding high-level hour or day estimates to the roles needed to complete the project.

You can learn more here.

You can use the CSV Import/Exporter to:

Add new project roles (including project rates/ budget hours/ budget) to a project budget
Export existing project roles on a project budget
Update project roles on a project budget

You cannot delete existing roles on a project budget in Runn with the CSV Tool. You will have to delete them manually in Runn.

You cannot use this CSV importer to add Other Expenses to a Project Budget. You will have to add Other Expenses manually in Runn.

First-Time Account Setup

You can bulk-add project roles, project rates, budget hours or budget per role to your Runn account.

1. Downloading Templates

Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Projects Tab, expand Budget by Role
Click Download Template CSV

You will see some samples from the template for your reference. You can remove them and add your actual data to the file.

2. Preparing your data in the CSV file

Data Format and Requirements

Refer to the Data Format and Requirements section to prepare your data.

Here are some points to note:

Only input either the Hours or Budget column

You can enter either the Hours column (budget hours per role) or the Budget column (the monetary budget set for the role). Runn will do the calculation for you automatically after the import.

Column headers

It is recommended that the column header names stay the same as those you see in the file downloaded from Runn

Remove all unrequired columns

If you have other columns on your spreadsheet that are not listed in the downloaded CSV file, please remove all these columns before importing

Ensure no duplicated records

Make sure that there are no duplicated phases

3. Importing Budget by Role

Jump to the Importing CSV file in Runn and follow the steps to import your CSV file.

Updating/Exporting Existing Data

If your account already has Project Roles on the Project Budget and you want to add new project roles to a budget or update the existing budget (e.g. change the budget hours per role), you can easily download the existing data, make the changes and re-import the CSV file to Runn.

The data in the newly imported CSV file will overwrite/add to existing data in Runn.

1. Exporting Existing Data

Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Projects Tab, expand Budget by Role
Click Download Existing Budget By Role CSV

Project Identifier column

The downloaded file contains a numeric Project Identifier column, which is a unique identifier for projects in Runn.

Please do not make any changes to this column, or the CSV importer may not be able to identify which project's budget you would like to update.

2. Preparing your data in the CSV file

Data Format and Requirements

Refer to the Data Format and Requirements section to prepare your data.

Here are some points to note:

Column headers

It is recommended that the column header names stay the same as those you see in the file downloaded from Runn

Do not change the Phase IDs

When updating existing data, please do not make any changes to the Phase ID column, or the CSV importer may be unable to identify which data point you want to update.
If you would like to add new phases to your projects, you can leave the Phase ID blank and just enter the project data in a new row

Remove all unrequired columns

If you have other columns on your spreadsheet that are not listed in the downloaded CSV file, please remove all these columns before importing

Ensure no duplicated records

Make sure that there are no duplicated phases

3. Importing CSV file in Runn

After preparing the CSV file, you can import the updated data in Runn.

Hover your cursor to the top right-hand corner, click Settings
Click CSV
Click on the Projects Tab, expand Budget by Role
Click Import Budget by Role CSV

4. Upload Budget by Role

Drag your file to the screen or click Import Budget by Role CSV

5. Matching the columns

On this screen, the items on the left are the column headers in your CSV file, while the items on the right are the column headers required in our CSV Tool.

If you haven't changed the column headers, they should be exactly the same. In this case, click Confirm

6. Reviewing Entries

Carefully scroll through the page and check if all the information is correct.

❌ What to do if there is an error?

Check out this article to learn more about how to fix errors.

If everything looks good, click Complete Import

Congratulations! You have successfully imported phases! 🎉

7. Validating the data

You can validate if the data are successfully uploaded by following the steps below: