How Do I Use The Budgets Export?

This guide will show you how to export budget data using the Budget export. This export allows you to export budgets from Timemarker for a set date range. 

This Export is for reviewing budget data. For a guide to importing budget changes, please click here. 

If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.

Index
Export Budgets Example
All Budget Columns

Export Budgets Example

1.  

   1. Click Exports and select Budgets

      
       

   2. Filters
      You can use the following fields to filter the data exported. In this example, we will leave all fields at their default settings. Each field is explained below. 
      Client - The export will only return data for the selected Client.
      From and To Date - The export will only return data for budgets that have a date in the selected range
       

      
       

   3. Excluded and Included columns
      This section lets you select the columns to include in the export. Only columns listed in the included columns list will be exported. A column can be moved by clicking the column name to highlight it and clicking the right arrow. It can also be removed from this list by selecting it and clicking the left arrow. 
      Clicking multiple column names will select them. A column name can be unselected by clicking it again. When exporting budgets, we recommend including all columns. 
       

      
       

   4. Export Button
      Clicking this button will generate an export based on your selected settings. 
       

       

   5. Export Example
      This export lists all budgets and their details.
      
       

      All Budget Columns
      This section lists all column names available for the Budget export.  

      1. Budget ID
         This is the budget's unique identifier for Timemarker. 
      2. Company Name
         The name of your company in Timemarker. 
      3. Client / Project / Activity
         These are the names of your time entry levels. Yours may be different. 
         Add the names of the levels to which you would like to add a budget.
         Example: Client 1, Project A, Activity 1
         Budgets cannot be moved between levels. 
      4. Budget Allocation
         This shows whether the budget is for all staff members or a single staff member. 

      5. Staff ID
         This is completed only if the budget is set to a staff member's name. This is used to ensure the budget is allocated to the correct account, as you may have two staff members with the same name. 

         A staff member's ID can be found by running the "Staff" Export. For a guide on exporting staff data, please click here. 

      6. From Date
         This shows the budget's start date. Any timesheet data before this date will not be included in the budget when you run the detail or summary budget reports. 
      7. To Date
         This shows the budget's end date. Any timesheet data after this date will not be included in the budget when you run the detail or summary budget reports. 
      8. Budget Hours
         shows the number of hours for this budget. 
      9. Budget Cost Value
         shows the total cost value for this budget.
      10. Budget Bill Value
          shows the total bill value for this budget.