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Import and Edit Budgets Using a Spreadsheet (Web)

BusyBusy’s Edit Using a Spreadsheet tool lets you download your project budgets into a CSV, make batch edits, and re-import the updated data. It’s the fastest way to update hours, costs, and cost code budgets across multiple projects.

Download Your Budget Spreadsheet (Web)

  1. Sign in to BusyBusy on the web.

  2. From the left navigation menu, select Budgets.

  3. In the upper-right corner, click the three-dot stack.

  4. Select Edit Using a Spreadsheet.

    • To edit all project budgets, use the three-dot stack from the main Budgets page.

    • To edit budgets for a specific project (including its subprojects and cost codes), open the project first, then use the three-dot stack.

  5. Review the helpful steps and notes on the screen.

  6. Select Download List.

  7. Name and save your CSV file.

    • BusyBusy automatically suggests a filename such as BusyBusy Budget Reimport – YYYY-MM-DD.csv.

    • You may rename it before saving.

Your CSV budget file has now been downloaded to your computer.

Create a Safe Copy of Your File

Before making any edits:

  1. Open the downloaded CSV.

  2. Select File → Save As to create a copy of the file.

  3. Rename it (e.g., “Copy” instead of “Original”).

Always keep an untouched “original” copy so you can reference your starting data if something goes wrong.

What Not to Edit

Avoid making changes to the following columns:

  • Project Key

  • Cost Code Key

  • Project

  • Cost Code

These fields help BusyBusy identify where each budget row belongs.

Edit Your Budget Data

You can edit any of the budget columns, including:

  • Labor Hours

  • Labor Costs

  • Equipment Hours

  • Equipment Costs

  • Progress Value (must be added at the cost code level, not the main project row)

How to identify rows:

  • Main project row: no cost code key and no cost code name

  • Cost code rows: include a cost code key and list the main project name followed by the cost code name

  • Subproject rows: listed underneath their parent project and follow the same structure

Editing tips:

  • You can type hours and costs directly or copy/paste values

  • Dollar signs are not required

  • Use whole numbers or decimals (e.g., 125 or 125.5)

Continue editing until all of your updates are complete.

If you make an error or accidentally overwrite data:

  • Open your original CSV file as a reference, OR

  • Download a fresh CSV from BusyBusy

Nothing in BusyBusy changes until you re-upload the edited file.

Save Your Edited Spreadsheet

When editing is complete:

  • Press Ctrl + S / Command + S, or

Use File → Save

Re-Import Your Spreadsheet (Web)

  1. Return to BusyBusy on the web.

  2. From the left navigation menu, select Budgets.

  3. Click the three-dot stack in the upper-right corner.

  4. Select Edit Using a Spreadsheet again.

  5. Click Import.

  6. Upload the copy of the CSV file that contains your edits.

BusyBusy will:

  • Validate your file

  • Display all changes for final review

If something looks wrong:

  • Click the X to cancel

  • Return to your CSV file

  • Fix the issue

  • Save and re-import the corrected file

If everything looks correct:

  • Select Submit

Your updated budgets will now appear inside BusyBusy.

Best Practices

  • Always create a backup copy before editing.

  • Avoid editing key identifier columns (Project Key, Cost Code Key, Project, Cost Code).

  • Edit progress budgets only on cost code rows.

  • Use the spreadsheet tool when updating many projects at once—it saves time and prevents manual entry errors.

  • Re-import only after verifying your data on the validation screen.

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