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Quick Guide to Setup Budgets via the CSV

Updated yesterday

Only Admin users with Edit Account Settings and Data set as On have access to the CSV Import & Export Tool.

To set budgets via the CSV:

To set up your budget method via CSV, go to the Project CSV and choose one of the options in the Budget Method column: Role, Phase, or Phases and Roles. To learn more about each budget method, please click on the help articles below:

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

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