---
title: "Exporting and Importing Budgets in Ontraccr (Excel & PDF)"
url: "https://help.ontraccr.com/en/article/exporting-and-importing-budgets-in-ontraccr-excel-pdf"
language: "en"
last_updated: "2025-08-22T18:17:05.759Z"
---

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

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

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### **📘 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.

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### **📤 How to Export a Budget**

1.  Navigate to the project’s **Step 5: Budget**
2.  Click the **three vertical dots (⋮)** in the top-right corner
3.  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

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### **📥 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:**

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

✅ The system will validate entries:

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

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### **🧠 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)

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### **🔒 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