Many contractors already have their project budget in a spreadsheet, estimate file, or takeoff export before they start managing the job. Skoppe now makes it easier to bring that existing budget into the project instead of rebuilding everything manually.
The problem with starting from scratch
On real construction projects, budgets usually come from different places. A GC may have an Excel file, a takeoff export, or a working estimate built before the project was created in Skoppe. Re-entering every trade, material item, and amount wastes time and creates room for mistakes.
How budget import works in Skoppe
- Upload an XLSX or CSV budget file into the project budget area.
- Skoppe reads the rows and identifies items, types, trades, and budget amounts.
- The review screen shows which rows were automatically matched, which need review, and which have no match.
- Users can accept matches, change trade assignments, ignore rows, or create new budget items.
- Before importing, Skoppe shows a final preview of what will be created.
- Once confirmed, the project budget is created inside Skoppe and ready for tracking payments, balances, and changes.
Why this matters
- General contractors can start from their existing budget instead of rebuilding it manually.
- Takeoff exports and spreadsheets become usable inside the project workflow.
- Budget setup is faster, cleaner, and less dependent on manual data entry.
- The review step gives users control before anything is added to the live project budget.
- Imported budgets connect directly to Skoppe’s payment tracking, remaining balance, projected final, and change order workflow.
- This helps contractors move from static spreadsheets to a live project financial system.