---
title: Edit the budget
summary: Enter the amount and margin for each work head, or upload them from an Excel file, then save the budget of the project.
order: 1
menu: Planning > Budget
route: /budget/edit
who: People who have the Add or Edit Budget permission.
---

Use this page to create the budget of a project or to change it. You type an **Amount** and a **Margin** for each **Head**. Superwise works out the **Limit**. You can also load the numbers from an Excel file.

## Before you start

- Choose the project in the project list at the top of the screen.
- You need the Add or Edit permission for the budget.
- For an Excel upload, prepare an .xlsx file. See [How to upload the budget from Excel](#how-to-upload-the-budget-from-excel).

## How to enter the budget

1. Open **Planning > Budget**.
2. Click the menu icon in the table header, then click **Edit**. The editor opens in a new browser tab.
3. The sheet starts with the main heads. To see the sub heads of a head, click its row and click **Expand (Ctrl+Shift+E)** (mark 4).
4. In the row of a head, type the **Amount**. Type the **Margin** as a percentage. The **Limit** fills in.
5. To set the limit yourself, type it in **Limit**. Superwise then changes the **Margin**.
6. Click **Save** (mark 2) when the budget is final. Click **Save Draft** (mark 1) to keep your work and finish later.

After you save, the **Budget** page opens.

![The editor after you click Expand. Mark 1 is the selected head. Its sub heads show below it.](../media/budget-edit-expanded.png)

![The budget editor. Mark 1 is Save Draft. Mark 2 is Save. Mark 3 is the Choose button for the Excel upload. Mark 4 is the Expand button.](../media/budget-edit-sheet.png)

> **Tip:** You can use the keys Ctrl+Shift+S to save, Ctrl+Shift+D to save a draft and Ctrl+Shift+E to expand the selected head.

## How to upload the budget from Excel

1. Make an .xlsx file. Put a title row first. From row 2, use column A for the **Code** of the head, column B for the amount and column C for the margin. Column D is not read.
2. In the editor, click **Choose** (mark 3 in the picture above) under **Excel Upload** and select the file.
3. The numbers appear in the sheet. Check them.
4. Click **Save**.

The upload fills the sheet. It does not save the budget by itself.

## What the fields mean

| Name | What it means |
| --- | --- |
| **Code** | The code of the head. You cannot change it. |
| **Head** | The name of the head. You cannot change it. |
| **Amount** | The money planned for the head. The amount of a main head is the sum of its sub heads. |
| **Margin** | The extra percentage above the amount. |
| **Limit** | The amount plus the margin. |

The sheet has three more columns for the system: **Id**, **BOQ Id** and **BOQ Parent Id**. They are hidden.

## Rules to know

- Superwise saves only the heads that have an **Amount** above 0.
- When you change an **Amount** or a **Margin**, the **Limit** changes. When you change a **Limit**, the **Margin** changes.
- When you change a sub head, the main head above it changes as well.
- **Expand** works on one row. If you select more than one row, the page says **Only 1 row at a time**. If you select no row, it says **Select a row**.
- Saving an approved budget creates a new revision. See [Budget](index.md#how-to-see-an-older-revision-of-the-budget).

## If something goes wrong

| What you see | What to do |
| --- | --- |
| **Import Unsuccessful** with **Incorrect Budget Code** | A code in column A is not the code of a head. Copy the code from the **Code** column. |
| **Import Unsuccessful** with **Incorrect Amount** | The amount in column B is empty, not a number, or 0 or less. A row with an empty margin also gives this message. |
| **Import Unsuccessful** with **Incorrect Margin** | The margin in column C is not a number or is below 0. Type 0 for no margin. |
| **Import Unsuccessful** with **Header row is missing or only headers present in file.** | The file has no data row after the title row. |
| **Could not update the project budget. Please ensure all errors on the page are corrected.** | Correct the cells that are marked in red, then save again. |

## Related pages

- [Budget](index.md)
- [BOQ estimation](../boq-estimation/index.md)