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Import/ Export Budget by Phase Only

Updated today

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

This budget method lets you manage a project’s budget by phases without assigning specific amounts to specific roles—ideal when tracking time is essential but allocating budget by role isn’t a priority.

You can learn more here.

If you choose "Budget by Phase" as your budget method for a project, you can use the Phase CSV import to enter the budget amount for each phase.

Once you've downloaded the Phase CSV file, you'll see a column where you can enter the budget amount for each phase:

Please note that if you enter a budget amount for a project that does not use "Budget by Phase" as its method, you will be notified of this in the CSV during data import:

You cannot update the budget method here. To update the budget method, please use the Projects CSV.

You can use the Phase CSV Import/Exporter to:

  • Update projects with the Phase Budget Method

  • Add data in the budget column

  • You cannot delete Phases with the CSV Tool. You will have to delete them manually in Runn.

  • If project isn’t using a phase budgeting method, entry is ignored.

Budget by phase and Budget by phase and role is available under Premium, Enterprise and Enterprise Legacy only.

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