---
title: "Editing Projects and Using Budget Import/Export in Ontraccr"
url: "https://help.ontraccr.com/en/article/editing-projects-and-using-budget-import-export-in-ontraccr"
language: "en"
last_updated: "2025-06-06T23:10:45.325Z"
---

# 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.

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## 🎯 **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**.

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## 🧩 **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!

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## 🧠 **Special Feature: Budget Import/Export Tools**

In the **Budget Tracking** tab during Edit Mode:

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### 📤 **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!

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### 📥 **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).

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🛠️ **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!

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## 🧠 **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.

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## ✅ **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!

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## 🚀 **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.