--- title: 2. Importing Baseline Estimates and Budgets description: Getting Started for Project Admins --- [Skip to content](https://success.join.build/en/knowledge/getting-started-for-project-admins-import#main-content) [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new?hsLang=en) [![Join Help Center](https://success.join.build/hubfs/Join%20Help%20Center.svg)](https://success.join.build/en/knowledge?hsLang=en) Open main navigation Close main navigation - [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new) - [Login](https://app.join.build/) [Login](https://app.join.build/) Hi! 👋 How can we help? - There are no suggestions because the search field is empty. 1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en) 2. [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en) 3. [Getting Started for Project Admins](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-project-admins) # 2. Importing Baseline Estimates and Budgets ## Project Admins: learn how to create Milestones, prepare and import your baseline estimate into Join, and why a Milestone Budget matters. If you're creating projects in Join, here is everything you need to get your project up and running. Select a section below and scroll down to see the related information. | [![Join\_SuccessHub Art\_ProductUpdates](https://20889837.fs1.hubspotusercontent-na1.net/hubfs/20889837/SuccessHub%20Illustrations/Join_SuccessHub%20Art_ProductUpdates.svg)](https://success.join.build/en/knowledge/getting-started-for-project-admins-nav?hsLang=en) [1. Navigating Join and Creating a  Project](https://success.join.build/en/knowledge/getting-started-for-project-admins-nav?hsLang=en) | [![Join\_SuccessHub Art\_Milestones](https://20889837.fs1.hubspotusercontent-na1.net/hubfs/20889837/SuccessHub%20Illustrations/Join_SuccessHub%20Art_Milestones.svg)](https://success.join.build/en/knowledge/getting-started-for-project-admins-import) [**2. Importing Baseline**](https://success.join.build/en/knowledge/getting-started-for-project-admins-import) **[Estimates and Budgets](https://success.join.build/en/knowledge/getting-started-for-project-admins-import)** | [![Join\_SuccessHub Art\_Items](https://20889837.fs1.hubspotusercontent-na1.net/hubfs/20889837/SuccessHub%20Illustrations/Join_SuccessHub%20Art_Items.svg)](https://success.join.build/en/knowledge/getting-started-for-project-admins-items?hsLang=en) [3. Tracking Ideas and  Opportunities](https://success.join.build/en/knowledge/getting-started-for-project-admins-items?hsLang=en) | | --- | --- | --- | | [![Join\_SuccessHub Art\_Dashboard](https://20889837.fs1.hubspotusercontent-na1.net/hubfs/20889837/SuccessHub%20Illustrations/Join_SuccessHub%20Art_Dashboard.svg)](https://success.join.build/en/knowledge/getting-started-for-project-admins-dashboard?hsLang=en) [4. Visualizing Project Progress and Costs](https://success.join.build/en/knowledge/getting-started-for-project-admins-dashboard?hsLang=en) | **[![Join\_SuccessHub Art\_Reports](https://20889837.fs1.hubspotusercontent-na1.net/hubfs/20889837/SuccessHub%20Illustrations/Join_SuccessHub%20Art_Reports.svg)](https://success.join.build/en/knowledge/getting-started-for-project-admins-reports?hsLang=en)** [5. Pivoting and Reporting](https://success.join.build/en/knowledge/getting-started-for-project-admins-reports?hsLang=en) [Cost Data](https://success.join.build/en/knowledge/getting-started-for-project-admins-reports?hsLang=en) | **[![Join\_SuccessHub Art\_Projects](https://20889837.fs1.hubspotusercontent-na1.net/hubfs/20889837/SuccessHub%20Illustrations/Join_SuccessHub%20Art_Projects.svg)](https://success.join.build/en/knowledge/getting-started-for-project-admins-configure?hsLang=en)** [6. Configuring Your Project and Inviting Your Team](https://success.join.build/en/knowledge/getting-started-for-project-admins-configure?hsLang=en) | ### What You'll Learn - [Get familiar with Milestones and managing project phases](https://success.join.build/en/knowledge/getting-started-for-project-admins-import#overview) - [Preparing your estimate for import](https://success.join.build/en/knowledge/getting-started-for-project-admins-import#export) - [Adding your estimate costs to Join](https://success.join.build/en/knowledge/getting-started-for-project-admins-import#import) - [Understand the importance of a budget in Join](https://success.join.build/en/knowledge/getting-started-for-project-admins-import#budget) ### Milestones Overview A Milestone is a significant point in time that occurs during preconstruction and typically coincides with the issuance of a new drawing set or updated cost information. In Join, Milestones allows you to keep track of project estimates and budgets, as well as specify any metrics or units of measure for summarizing costs. --- ### Importing your Estimate data Before you import your data into Join, you're going to want to understand how your [current Work Breakdown Structure (WBS) will work with Join](https://20889837.hs-sites.com/knowledge/en/knowledge/how-wbs-works-in-join). #### Exporting or Preparing your Estimate Data Select the appropriate link below, based on where your estimate information is currently stored. | [![](https://success.join.build/hs-fs/hubfs/image-png-Dec-09-2022-05-56-03-1671-PM.png?width=120&height=120&name=image-png-Dec-09-2022-05-56-03-1671-PM.png)](https://success.join.build/en/knowledge/sage-estimating-integration-how-to-export-your-cost-estimate-from-sage-estimating?hsLang=en) | [![](https://join.build/wp-content/uploads/2022/02/logo-4.png)](https://success.join.build/en/knowledge/destini-integration-how-to-export-your-cost-estimate-from-destini?hsLang=en) | [![](https://join.build/wp-content/uploads/2022/03/0526e9c344e63aa2fbcfa67b8bed6a73df08518e.png)](https://success.join.build/en/knowledge/winest-integration-how-to-import-your-estimate-into-join?hsLang=en) | ![](https://success.join.build/hs-fs/hubfs/Screenshot%202026-08-11%20at%2011-20-38-png.png?width=134&height=129&name=Screenshot%202026-08-11%20at%2011-20-38-png.png) | | --- | --- | --- | --- | | [Sage Estimating](https://success.join.build/en/knowledge/sage-estimating-integration-how-to-export-your-cost-estimate-from-sage-estimating?hsLang=en) | [Beck DESTINI](https://success.join.build/en/knowledge/destini-integration-how-to-export-your-cost-estimate-from-destini?hsLang=en) | [Trimble WinEst](https://success.join.build/en/knowledge/winest-integration-how-to-import-your-estimate-into-join?hsLang=en) | [Excel or other](https://success.join.build/en/knowledge/import-your-spreadsheet-estimate-into-join?hsLang=en) |   #### Adding your Estimate Data There are three methods for adding your estimate data to a Milestone in Join: manual entry, copy and paste, or import from one of our supported estimating platforms. --- ### Setting a Target Budget Orient your teams around a goal by setting a target budget, either as a lump sum or prorating your estimate. ---   | **[1. Navigating Join & Creating a Project](https://success.join.build/en/knowledge/getting-started-for-project-admins-nav?hsLang=en)** | **[3. Tracking Ideas and Opportunities](https://success.join.build/en/knowledge/getting-started-for-project-admins-items?hsLang=en)** | | --- | --- | | [![join-back-s](https://20889837.fs1.hubspotusercontent-na1.net/hub/20889837/hubfs/Knowledge%20Base%20Import/join-back-s.jpg?width=105&name=join-back-s.jpg)](https://success.join.build/en/knowledge/getting-started-for-project-admins-nav?hsLang=en) | [![join-next-s](https://20889837.fs1.hubspotusercontent-na1.net/hub/20889837/hubfs/Knowledge%20Base%20Import/join-next-s.jpg?width=104&name=join-next-s.jpg)](https://success.join.build/en/knowledge/getting-started-for-project-admins-items?hsLang=en) |   - [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#main-content) - [Join Overview](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#join-overview) - [I'm a new Join user](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#im-a-new-join-user) - [My company is new to Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#my-company-is-new-to-join) - [I want to use Join on my project](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#i-want-to-use-join-on-my-project) - [Workflow Best Practices](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#workflow-best-practices) - [Getting Started for Project Admins](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-project-admins) - [Getting Started for General Contractors](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-general-contractors) - [Getting Started for Design Team Members](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-design-team-members) - [Getting Started for Owners](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-owners) - [Product Updates](https://success.join.build/en/knowledge/product-updates?hsLang=en#main-content) - [What's New](https://success.join.build/en/knowledge/product-updates?hsLang=en#whats-new) - [Early Access](https://success.join.build/en/knowledge/product-updates?hsLang=en#early-access) - [Join for Pursuit](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#main-content) - [Pursuit Resources](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#pursuit-resources) - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#main-content) - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#dashboard) - [Charts](https://success.join.build/en/knowledge/dashboard?hsLang=en#charts) - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#main-content) - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#milestones) - [Estimates and Budgets](https://success.join.build/en/knowledge/milestones?hsLang=en#estimates-and-budgets) - [Importing](https://success.join.build/en/knowledge/milestones?hsLang=en#importing) - [Items](https://success.join.build/en/knowledge/items?hsLang=en#main-content) - [Items](https://success.join.build/en/knowledge/items?hsLang=en#items) - [Options](https://success.join.build/en/knowledge/items?hsLang=en#options) - [Status](https://success.join.build/en/knowledge/items?hsLang=en#status) - [Scenarios](https://success.join.build/en/knowledge/items?hsLang=en#scenarios) - [Item Library](https://success.join.build/en/knowledge/items?hsLang=en#item-library) - [Schedule Impact](https://success.join.build/en/knowledge/items?hsLang=en#schedule-impact) - [Ideas](https://success.join.build/en/knowledge/items?hsLang=en#ideas) - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#main-content) - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#markups) - [Milestone Markups](https://success.join.build/en/knowledge/markups?hsLang=en#milestone-markups) - [Item Markups](https://success.join.build/en/knowledge/markups?hsLang=en#item-markups) - [Contingencies and Allowances](https://success.join.build/en/knowledge/markups?hsLang=en#contingencies-and-allowances) - [Cost Display Settings](https://success.join.build/en/knowledge/markups?hsLang=en#cost-display-settings) - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#main-content) - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#risk-register) - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#main-content) - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#timeline) - [Reports](https://success.join.build/en/knowledge/reports?hsLang=en#main-content) - [Reporting](https://success.join.build/en/knowledge/reports?hsLang=en#reporting) - [Customizable Reports](https://success.join.build/en/knowledge/reports?hsLang=en#customizable-reports) - [Team](https://success.join.build/en/knowledge/team?hsLang=en#main-content) - [Team](https://success.join.build/en/knowledge/team?hsLang=en#team) - [Roles and Permissions](https://success.join.build/en/knowledge/team?hsLang=en#roles-and-permissions) - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#main-content) - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#project-settings) - [Categorizations](https://success.join.build/en/knowledge/project-settings?hsLang=en#categorizations) - [Units of Measure](https://success.join.build/en/knowledge/project-settings?hsLang=en#units-of-measure) - [Item Schedule Impact and Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#item-schedule-impact-and-display) - [Default Item Template](https://success.join.build/en/knowledge/project-settings?hsLang=en#default-item-template) - [Notifications](https://success.join.build/en/knowledge/project-settings?hsLang=en#notifications) - [Print Header](https://success.join.build/en/knowledge/project-settings?hsLang=en#print-header) - [Customize Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#customize-display) - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#main-content) - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects-and-programs) - [Projects](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects) - [Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#programs) - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#main-content) - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-settings) - [Company Standards](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-standards) - [Join Benchmarking](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#main-content) - [Project Comparisons Report](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#project-comparisons-report) - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#main-content) - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#join-insights) - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#main-content) - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#integrations) - [Security](https://success.join.build/en/knowledge/security?hsLang=en#main-content) - [Frequently Asked Questions](https://success.join.build/en/knowledge/security?hsLang=en#frequently-asked-questions) - [Single Sign-on](https://success.join.build/en/knowledge/security?hsLang=en#single-sign-on) - [AI](https://success.join.build/en/knowledge/ai?hsLang=en) [![Artboard 3@4x-8](https://success.join.build/hs-fs/hubfs/Artboard%203@4x-8.png?width=100&height=69&name=Artboard%203@4x-8.png "Artboard 3@4x-8")](https://join.build) © 2026 - Join | All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://8897459.fs1.hubspotusercontent-na1.net/hubfs/8897459/Onboarding%20Videos/Milestones.mp4", "dateModified" : "2022-08-17T16:55:30.352Z", "duration" : "PT6M17S", "height" : 1080, "name" : "Milestones", "thumbnailUrl" : "https://success.join.build/hubfs/Onboarding%20Videos/Milestones.mp4/medium.jpg", "uploadDate" : "2022-08-17T16:55:16.906Z", "width" : 1920 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://8897459.fs1.hubspotusercontent-na1.net/hubfs/8897459/Onboarding%20Videos/Mileston%20Estimate.mp4", "dateModified" : "2022-08-17T16:53:36.463Z", "duration" : "PT7M24.533S", "height" : 1080, "name" : "Mileston Estimate", "thumbnailUrl" : "https://success.join.build/hubfs/Onboarding%20Videos/Mileston%20Estimate.mp4/medium.jpg", "uploadDate" : "2022-08-17T16:51:03.305Z", "width" : 1920 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://8897459.fs1.hubspotusercontent-na1.net/hubfs/8897459/Onboarding%20Videos/Milestone%20Budget.mp4", "dateModified" : "2022-08-17T16:53:53.890Z", "duration" : "PT2M45.267S", "height" : 1080, "name" : "Milestone Budget", "thumbnailUrl" : "https://success.join.build/hubfs/Onboarding%20Videos/Milestone%20Budget.mp4/medium.jpg", "uploadDate" : "2022-08-17T16:44:58.293Z", "width" : 1920 } ```