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What is the difference between exporting a budget and saving to Excel?

Exporting a Budget

  • Used to import budget into another project or to quickly make modifications and upload the changes into the existing budget.
  • Does not include all the budget columns.
  • The layout makes it difficult for viewers to interpret the file.

Saving a Budget to Excel

  • Used to capture a snapshot of the existing budget in an Excel file.
  • Cannot be imported back into Projectmates.
  • Includes all the budget columns.
  • The layout allows viewers to easily evaluate the data presented.

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