Editing Projects and Using Budget Import/Export in Ontraccr

🛠️ Editing Projects and Using Budget Import/Export in Ontraccr Overview
 

Even after you create a project, you can easily edit any detail in Ontraccr.

You can also import budgets from Excel or export them as spreadsheets or PDFs for reporting and analysis.


🎯 Why Edit Projects?

  • Add missing information (like Cost Codes or Files) after initial setup.
  • Update project addresses, clients, types, or geofencing settings.
  • Upload full project budgets quickly from an Excel template.
  • Export budgets for client review or internal reporting.

🧩 How to Edit a Project

From the Projects Page:

  1. Find the project you want to edit (in Card View or List View).
  2. Click the Edit button (pencil icon).
  3. Navigate through the same five steps used during project creation:
    • Project Info
    • Billing
    • Cost Codes
    • Equipment
    • Budget Tracking
  4. Update or add new information as needed.
  5. Click Submit at the end to save your changes.

All fields remain editable — nothing is locked after project creation!


🧠 Special Feature: Budget Import/Export Tools

In the Budget Tracking tab during Edit Mode:


📤 Export Budget

  • Click the three vertical dots (top right corner).
  • Choose Export to Excel or Export to PDF.
  • Download the full budget in a clean, sharable format.

✅ Great for sharing budgets with clients, PMs, or finance teams!


📥 Import Budget from Excel

If you already have a budget spreadsheet:

  1. Click the three vertical dots.
  2. Select Import Budget.
  3. Upload an Excel file (.XLS or .XLSX).

🛠️ Need a template?

  • Click Download Template inside the Import Budget popup.
  • Fill in your cost codes, estimated values, and contract amounts.
  • Re-upload it when you're ready.

✅ Saves tons of manual data entry time, especially on complex budgets!


🧠 Important Rules & Tips

Edits are Live:

As soon as you save changes, they go live for everyone who has access.

Be Careful When Importing:

Double-check that your Excel file matches the template format — wrong formats will trigger errors.

Export Often:

Exporting your budget is a good habit for backups and audit trails.

Editing Does Not Delete Existing Data:

You can safely add, tweak, or update without losing earlier project setups.


Example Scenario

You realize after setup that you forgot to set a budget for the "Electrical" cost code.

You:

  • Edit the project.
  • Go to Budget Tracking.
  • Add missing cost and labor hours.
  • Export the full updated budget as a PDF for internal sign-off.

All done in minutes!


🚀 Summary

Editing projects and using the import/export tools in Ontraccr gives you maximum flexibility to keep your project data accurate, detailed, and easy to report on.

Was this article helpful?