Update or Import Values in a Direct Entry Column (Beta)

Updating or importing values in a direct entry column allows you to enter line item values manually or bulk-import them using a spreadsheet template. This process streamlines budget management by providing a flexible way to adjust line items or quickly upload large amounts of financial data directly into a budget view.

• Required User Permissions:

  • 'Admin' level permissions on the Project level Budget tool.
    OR

  • 'Read Only' or 'Standard' level permissions on the project's Budget tool with the 'Modify and import direct entry values' granular permission enabled on your permissions template.

• Additional Information:

  • Procore recommends that you create a budget snapshot before bulk importing values from an Excel file into a direct entry column. See Create a Budget Snapshot.

• Create and assign a direct entry column to a budget view.

• Ensure that the 'Enable import from Excel' setting is enabled for a direct entry column to bulk-import values.

• Enter Values Manually

• Bulk Import Values via Excel

1. Navigate to the Project level Budget tool.

2. Select the budget view that includes the direct entry column from the View drop-down menu.

3. Click into any editable cell within the column to enter values manually.
   Note: Cells restricted by a Cost Type rule will appear blank and non-editable.

4. (For Quantity-based Direct Entry columns) In the pop-up window, enter or update the values for the line item:

   1. Enter a numerical value into the Quantity field.

   2. Select the unit of measure from the UOM drop-down list. 

   3. Click Update.
      

      Note

      • A unit of measure (UOM) in a quantity-based direct entry column is not restricted by the default UOM.

Download the Direct Entry Import Template

1. Navigate to the Project level Budget tool.

2. Select the budget view that includes the direct entry column from the View drop-down list.

3. In the top right corner, click the Import drop-down menu.

4. Under the Single Column Upload section, select your custom direct entry column.

5. Click Download Excel Template.
   

    Notes

   • The system downloads a copy of the direct_entry_import.xlsx file to your web browser's specified download location.

   • The downloaded template automatically pre-populates with all existing budget line items.

   • Always enter your values in the Excel template that you downloaded from your Procore project.

Update the Direct Entry Import Worksheet

1. On your computer, open the downloaded direct_entry_import.xlsx file in Microsoft Excel.

2. Update the values for the budget line items on each row as follows:

   1. Enter plain numerical values in the Value field.
      Note: Do not include currency symbols or "%" signs since Procore applies formatting automatically upon import.

3. Save the file in the Excel Workbook (.xlsx) format.

Import the Values from the Direct Entry Template

1. Navigate back to the Project level Budget tool.

2. In the Excel File section, click Upload File or drag and drop the updated template.

3. Select your file in the window that appears and click Open.

4. Click Import.

5. Review the imported values in the project's Budget tool to verify that the line item imported as expected.