how to export the the project control budget csv file from the Manage Control Budgets task — Cloud Customer Connect
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how to export the the project control budget csv file from the Manage Control Budgets task

edited Mar 4, 2025 2:37PM in Budgetary Control 1 comment

Summary:

We would like perform bulk updates on the supplementary rules for project budget, hence we need the export & import project control budget csv file to perform such actions, or any other alternative solution that can enable us to bulk update the project control budget setting (including supplementary rules)

Content (please ensure you mask any confidential information):

Based on our clients business requirements, they would like to include some exceptional case in their project budget control, and would like to leverage the supplementary rule for the requirement. Since there are many projects to be updated at once, we would like to further explore if there are any methods to perform the bulk update on project supplementary rules

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