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 phase and by role within each phase—perfect for complex projects that require more detailed budget control.
You can learn more here.
You can use the CSV Import/Exporter to:
See and add new phases to projects
See and add new roles per phase
Update hours and budget
You cannot edit project rates. Setting different rates based on phases is not supported at the moment. The project rate is shown for reference only.
Please note that if you want to change the project rate card (and update project rates in bulk), you will need to bulk update the Rate Card Name using the Projects CSV. Then, you will still need to open the budget modal in the Project Dashboard for each project individually and click the arrow to update the project rates.
Budget by phase and Budget by phase and role is available under Premium, Enterprise and Enterprise Legacy only.
First-Time Account Setup
You can bulk-add existing phases of your projects 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 Phase & Role Budgets
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:
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 & roles
3. Importing Budget by Phase and Roles
Jump to the Importing CSV file in Runn and follow the steps to import your CSV file.