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Use Import from Planner on the Products page to turn Planner cost estimates into reusable catalog products. This is different from adding a Planner item’s costs straight to a budget, and from syncing a forecast. It is for MSP staff and for company users whose MSP has given them budget write access.

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Before you start

  • You need the write_budgets or manage_budgets permission.
  • Pick the company in the top bar first, so similar plans from different clients are easy to tell apart.
  • The Planner item needs a cost estimate above zero.

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Import Planner items as products

1

Open Products

Click Budgets, then Budgets Menu, then Products.
2

Click Import from Planner

Click Import from Planner at the top right. The Import Products from Planner dialog opens.
3

Find the item

Type in Search planner items… to match a title or category. The table shows Title, Category, Cost, Recurrence and Due.
4

Tick the items

Tick each item you want, or tick the header box to select every item in the current list. Check the count on the button. Searching can hide ticked items without unticking them, so clear any you do not want before you import.
5

Import

Click Import Selected (N). A message such as Imported 2 products from planner. appears. The products are saved at once. There is no page-level Save.
6

Check the catalog

The new products appear on the Products page. Check the names, categories, prices and recurrence.

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Which Planner items appear

The list shows Planner items you can access that have a cost estimate above zero. It leaves out archived items, Cancelled items and items that already have a linked product. Completed items can appear. It does not depend on a fiscal year, and an item does not need a due date. If an item is missing, check the company, its cost estimate, its archived or Cancelled status, and whether it was imported before. If the dialog says No planner items available to import. after an error, do not assume there are none. Close it and try again.

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What the product contains

The import does not split a Planner item’s separate cost lines into several products, and it does not copy the due date into a billing schedule. The product is linked to the Planner item so the same item cannot be imported twice. It is not kept in sync. If the estimate changes, edit the product yourself.

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Add the cost to a budget

Importing here makes reusable products. It does not add budget lines. To put a cost in a budget, use the Products & Services panel in the budget editor. See Add Planner, goal and product costs to a budget. For yearly projections, see Sync a forecast.

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Troubleshooting

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Frequently asked questions

Yes, if the estimate is above zero. Archived and Cancelled items cannot.
No. It uses the overall estimate and cost type. Use the budget editor’s Planner panel for separate cost lines.
No. Import Selected saves at once.
No. Edit the product when the price changes.