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How do I update project rates in bulk using the CSV tool?

Updated this week

One project can only have one project rate per role. Once the project rate is changed, it changes all the historical data as well. We do not support changing project rates by time period at the moment.

If you are changing the Reference Rate Card of Projects in bulk

  • Update the Rate Card Name using the Projects CSV

  • From the Project Planner > Idenify the projects which need to apply the new rates

  • Click on the 3-dot icon > Select Edit Budget

  • Go to the Project Rates tab

  • Click on the grey arrow at the column header to apply all the rates of the selected reference Rate Card to the Project
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  • Repeat the same process for each project

If you are customizing project rates in bulk

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