Budget by phases and roles is available under Premium, Enterprise and Enterprise Legacy only.
Only Admin users with Edit Account Settings and Data set as On can access the CSV Import/Exporter.
You can use this CSV tool to add or update Phase and Role Budgets in bulk for projects with Phases and Roles set as the Budget method.
You can use the CSV Import/Exporter to:
Add/ Update phases to projects whose budget method is Phases and Roles
Add new roles per phase to projects
Add/ update Budget Hour or the financial budget per role per phase to projects whose budget method is Phases and Roles
Export the Phase/Role Budgets of projects whose budget method is Phases and Roles
You cannot edit project rates in this CSV tool. Setting different rates based on phases is not supported at the moment.
You cannot remove phases or project roles via CSV. You will have to do it manually in Runn.
You cannot use this CSV for updating the Phase budget or Role budget for projects with Roles or Phases set as the Budget Method.
First-Time Account Setup
You can bulk-add existing phases and roles budgets of your projects whose budget method is Phases and Roles 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 duplicate records
Make sure that there are no duplicate phases & roles with identical phase names, start date and end date
Project rates cannot be edited
You cannot edit project rates in this CSV tool. Setting different rates based on phases is not supported at the moment.
If you want to edit project rates per role in bulk, click here to learn more about the steps.
3. Importing Budget by Phase and Roles
Jump to the Importing CSV file in Runn and follow the steps to import your CSV file.
Updating/Exporting Existing Data
If your projects (with budget method set as Phases and Roles) already have the Phase/Role Budgets set up and you want to add new phases/roles to the budget, or update existing phases (e.g. change the start/end date, color), 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 Phase & Role Budgets
Click Download Existing Phase & Role Budgets CSV
Phase ID column
The downloaded file contains a numeric Phase ID column, which is a unique identifier for phases in Runn.
Please do not make any changes to this column, or the CSV importer may not be able to identify which data point you would like to update.
Only Phase/Role Budgets of Projects with Phases and Roles set as the budget method will be exported
Note that only Phase Budgets of projects with a budget method set to Phases and Roles will be exported. For Projects with the budget method set as Phases, use the Phase CSV.
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 cannot identify which phase 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 duplicate records
Make sure that there are no duplicate phases
Project rates cannot be edited
You cannot edit project rates in this CSV tool. Setting different rates based on phases is not supported at the moment.
If you want to edit project rates per role in bulk, click here to learn more about the steps.
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 Phase & Role Budgets
Click Import Phase & Role Budgets CSV
4. Upload Phase & Role Budgets
Drag your file to the screen or click Select file
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:
Go to the Project Planner
Look for a project in which you have updated the Phase/Role budgets
Click on the 3-dot icon > Edit Budget to check if the information are updated accordingly
Do NOT re-import the Phases CSV file immediately if you discover errors after the import
If your file has new phases (No Phase ID), and you have noticed some errors in Runn AFTER the import, do not just fix your original CSV file and re-import. This will duplicate all the new phases without Phase ID.
Please download the Existing Phase & Role Budgets CSV, make the changes, and re-upload the file.