Learn about the various options for loading an Estimate or Budget into Join
Importing Estimate and Budget data into Join will be one of the first things to do after creating a new project in Join. Updated Estimate and Budget data will also need to be imported at the start of a new Milestone as the project progresses.
The import process typically goes through two phases:
- Exporting/preparing your estimate data. Join offers several options for this:
- Importing/entering your estimate data. Join offers several options for this: