If you haven't created a project yet and need guidance, click here to review our article on how to create new projects in Rabbet.
Uploading a Budget During Project Creation
You have a few ways to add a budget to a new project in Rabbet:
Upload your existing budget file and let Rabbet's AI-assisted import build the budget for you.
Upload a budget using the Rabbet template.
Build your budget manually with the Budget Builder.
Copy a budget from a previous project.
Upload your existing budget file (AI-assisted import)
The quickest way to get your budget into Rabbet is to upload the file you already have. You don't need to copy it into a template first. This upload supports PDF and Excel files (.xlsx, .xls, .xlsm).
Drag and drop your budget file onto the upload pad, or click 'Select File'.
Rabbet's AI-assisted import reads your file and pulls out the divisions, line items, and budget amounts. Your original file stays open next to the extracted budget, so you can compare the two and make any corrections on this screen.
On the next screen, confirm the Type, Category, and Cost Item for each line item. Rabbet suggests these based on your document, and you can change any of them. Cost Items follow the standard CSI MasterFormat divisions, so you can compare costs across projects. When everything looks right, click 'Submit Budget'.
Tips for best results:
Documents with a clear description and amount for each line item produce the most accurate results.
Always check the extracted amounts against your original file before submitting, especially for scanned PDFs.
Upload the budget using the Rabbet default template
Click 'Download Template' to obtain a blank copy of the Rabbet budget Excel format. Follow the instructions on the Excel spreadsheet to input the budget line items, divisions, and budgeted amounts, and either drag and drop your saved Rabbet budget from your document finder onto the upload pad or click 'Select File' to upload your budget.
Note: All columns on the Default Template must be included for the upload to succeed, even if some are not used.
Note: Division Name, Line Item Name, and Original Budget can not have rows left blank.
Note: Column Original Budget can not have a total for upload to succeed. Rabbet will total the line items in the project.
The Columns for 'Line Item Type' 'Line Item Category' and 'Expected Retainage' will be located in Project Settings > Line Items Settings.
Once the file has been uploaded, Rabbet will automatically allow you to view your budget. In this step, you can review the divisions, line items and amounts extracted from the Excel budget. Make any necessary updates, and click 'Submit Budget'.
Uploading Budgets from Projects Created Without Budgets
To upload a budget for a project that is already created you can Use the budget tab selection or add budget option under budget overview, both option will bring you to the budget tab.
Once on the project budget tab select either enter information manually or upload budget from existing file.
Choosing to upload a budget file will bring you back into the regular budget upload flow to download the Rabbet template and complete as usual.
Do you have questions or feedback? Please email us at help@rabbet.com