This article explains how to import estimate data from a spreadsheet into the Budget module in Next Project. It covers how to prepare and format your Excel file to meet the required import specifications, and walks through two methods for importing the data: uploading an Excel file directly or pasting the data manually.
Importing Estimates into Budget
Follow the steps below to get your estimates ready and imported into the Budget module in Next Project.
Export your spreadsheet from your spreadsheet application to Excel.
Arrange the Excel sheet so that the columns are displayed as shown below. There is a template available at the bottom of this article.
Remove all sub-totals and sums from the sheet.
Each account can only be included once — if needed, summarise to one line per account.
The columns must be named exactly as shown in the import specification in Next.
Once your Excel sheet is ready, import it into the Next Budget module using either Option 1 or Option 2 below.
Option 1 - Upload an Excel file
Go to the Costs tab of the Budget module. Click on Create budget from and select Excel/Data. In the window that opens, drag and drop the file you want to upload, or click Select file to browse for it.
Budget Costs tab showing the 'Create budget from' dropdown with Excel/Data and Calculation options.
Import wizard Upload step; user should click 'Select file' to proceed.
Option 2 - Paste the data
Select all rows in your Excel sheet (not the headers) and press Ctrl+C to copy them.