How to import or update budget line items

You can use the import feature to either add new items or batch update existing ones in your project budget. Both actions use the same import template.

1. Click Add line-item in the top right corner
2. Select Import file
3. Drag your file into the upload box or click Browse files to select it
4. Choose one of the following options:
   • Import – Adds all items in the file as new categories or line items
   • Update and import – Matches items in the file with existing ones in the budget and updates them with any new values

Tip: To batch update your budget, use the same structure as your current budget and make the necessary changes (e.g. updated prices, revised names, additional rows). Planyard will detect and update matching line items while adding anything new from the file.