Exporting and Importing Budgets in Ontraccr (Excel & PDF)

🧾 Exporting and Importing Budgets in Ontraccr (Excel & PDF)

📘 Overview

Ontraccr allows you to both export and import project budgets using standard file formats like Excel and PDF. This is useful for offline editing, sharing with external stakeholders, or migrating pre-built budgets into the platform.

These options are available directly from Step 5: Budget in a project.

📤 How to Export a Budget

Navigate to the project’s Step 5: Budget
Click the three vertical dots (⋮) in the top-right corner
Choose from the following export options:
- Excel
- PDF

🧾 Excel Export

Downloads a spreadsheet version of the entire budget
Includes all cost codes, categories, hours, and cost values
Also includes: contract value, burden rate, and expected profit

📄 PDF Export

Generates a clean, printable summary
Includes sectioned views for Labor, Material, Overhead, and Equipment
Great for client-facing documentation or internal approvals

📥 How to Import a Budget from Excel

You can use the same export format to re-import a filled-in budget, streamlining setup for large or complex projects.

📂 Steps:

Download the budget Excel template (via Export)
Fill in the spreadsheet:
- Each row should represent one cost code
- Enter Cost, Hours (if Labor/Overhead), and other budget fields
In Step 5, click the ⋮ menu
Choose Import
Upload the completed Excel file

✅ The system will validate entries:

Ensure cost codes exist in the project
Highlight duplicates or missing data

🧠 Use Cases

Budgeting in Excel, then syncing into Ontraccr
Collaborating on budgets outside the app with estimators or execs
Sending clean summaries to clients or auditors
Updating budgets mid-project (via export → edit → re-import)

🔒 Validation Notes

All imported cost codes must already exist in the project (Step 3)
Errors in the Excel file will be flagged during import
Contract value, burden, and total estimates will update automatically after import