How to Export Costs to a Spreadsheet
- Navigate to Setup > Costs and click the Export button in the toolbar.
- Select your preferred Decimal separator (dot or comma) in the export dialog.
- Click Copy to clipboard to copy the data, then open Excel or Google Sheets and paste it using Ctrl+V or right-click Paste.
Note: Verify that headers, values, data formats, and the decimal separator appear correctly in the spreadsheet after pasting.
How to Export Costs to a CSV File
- Navigate to Setup > Costs and click the Export button in the toolbar.
- Select your preferred Decimal separator (dot or comma) in the export dialog.
- Click Save to file — a CSV file will be downloaded to your browser's default Downloads folder.
- Open or import the CSV file in Excel or Google Sheets to review the data.
Importing Cost Data
How to Import Costs from a Spreadsheet
- Open your spreadsheet in Excel or Google Sheets and copy the cost data (with or without headers) using Ctrl+C or right-click Copy.
- Navigate to Setup > Costs and click the Import button in the toolbar.
- In the Import dialog, click Click and paste from clipboard (Ctrl+V) or Click here to paste the data.
- Set the Decimal separator (comma or dot) to match the format of your source data.
- Click Raw data to toggle a comparison between the raw data and the data to be imported — use this to verify the data looks correct before proceeding.
- Click Import to complete the import.
Import Field Validation
Understanding Validation Rules for Cost Fields
When importing cost data, Tactplan validates each field. The table below lists the fields and their validation rules.
| Field | Validation |
|---|---|
| Id | Must be a valid ID |
| Level | Value is required; must be a valid level in correct order (e.g. a child row cannot have a level value more than 1 greater than its parent) |
| Cost Code | Value is required |
| Name | Value is required |
| Code | Must be a valid field value |
| Cost Type | Must be a valid field value |
| Measurement Rule | Must be a valid field value |
| Source Quantity | Value is required; must be a valid number |
| Consumption Factor | Must be a valid number; minimum value: 1 |
| Waste | Must be a valid number; minimum value: 1 |
| Quantity | Must be a valid number; calculated as: Source Quantity × Consumption Factor × Waste |
| Unit | Must be a valid field value |
| Unit Cost | Must be a valid number; calculated as: Base Cost ÷ Quantity |
| Base Cost | Must be a valid number; calculated as: Quantity × Unit Cost |
| Markup Factor | Must be a valid number; minimum value: 1 |
| Total Amount | Must be a valid number; calculated as: Base Cost × Markup Factor |
| Unit Emission | Must be a valid number; minimum value: 0 |
| Base Emission | Must be a valid number; calculated as: Quantity × Unit Emission |
| Emission Factor | Must be a valid number; minimum value: 1 |
| Total Emission | Must be a valid number; calculated as: Base Emission × Emission Factor |
| Linked Quantities | Empty or existing values are kept |
| Linked Tasks | Empty or existing values are kept |
| Tags | Empty or existing values are kept |
Changing Cost Item Levels on Import
- To outdent a cost item (move to a higher level), set its Level value to a lower integer (e.g. change
1to0). The cost item and its sub-items will be imported at the updated level. - To indent a cost item (move to a lower level), set its Level value to a higher integer (e.g. change
0to1). The cost item and its sub-items will be imported at the updated level.
Invalid level order: Level values must follow a valid hierarchy. For example, if row 1 has Level 1 and row 2 has Level 0, the import will fail with an "Invalid level" error. Likewise, a row cannot have a level more than 1 greater than its parent row's level.
Tactplan Schedule - Plans_Setup - Costs - Import and Export