This article explains how to import a budget into a job, view the imported data, make adjustments, and finalize the budget using the AI Assistant.
1. Access the Budget Import Tool
To import a budget, open the job you want to work in.
There are two ways to start an import:
If the budget has no existing cost lines, click Import in the budget section.
If the budget already contains lines, click Import from the budget actions menu.
Both options open the same import workflow.
2. Upload the Budget File
Click Import.
Select and upload your budget file.
The AI Assistant opens automatically and begins reading the file.
Note:
You can close the AI Assistant while it processes the file. If multiple imports are running, open the In-Progress section to view active jobs.
3. Review the Imported Budget
Once processing is complete, open the Spreadsheet Viewer to review the imported data.
You can view:
Cost Codes.
Preview of how the budget will appear once imported.
Use this view to confirm that all lines were pulled in correctly.
4. Edit or Request Fixes
If changes are needed:
Edit values directly in the viewer.
Click Need Fixes to send required adjustments through the AI Assistant workflow.
If no changes are needed, continue without selecting Need Fixes.
5. Download the Budget (Optional)
You may download:
The original imported budget.
The edited version, if you made updates before finalizing.
This provides a reference copy of the spreadsheet in either state.
6. Finalize the Budget
Click Looks Good and Proceed.
Click Submit to complete the import.
The system processes the final version and updates the job budget.
After processing, refresh the budget view to see the completed budget.
7. Import an Additional File Later
To add more budget data in the future, click Import again and follow the same steps.
Percentage Based Markups:
We do not recommend importing Percentage Based Fees (such as a Builders Fee) from your spreadsheet.
Instead, click the Add Markup button in the lower left corner:
Under Item Name, choose Builders Fee
Under Percent, enter the percent (%)
Place checkmarks next to all the costs that it applies to.
Click Save
Then, if you add any more budget line items in the future, they'll automatically increase according to the Markup you just specified.
If you have any questions or want to share feedback, feel free to reach out at [email protected].