CAPS+: How to Import a Hot Budget V3 JSON Export to a CAPS+ Project

Export From Hot Budget Version 3

Confirm this is a valid Hot Budget Version 3 File

Hot Budget Version 3 files are Excel files with a .xlsb file extension. When opening the Excel file, a pop-up like this one will appear.:

More information about Hot Budget Version 3 can be found at https://hotbudget.com.

How to Export From Hot Budget V3

The JSON export can be completed without a license by opening the .xlsb file in Viewer Mode. Files re-saved as .xls or .xlsx will lose the export functionality. Make sure that the original Hot Budget V3 file is being used.  

1. Open the Hot Budget V3 excel file.
   1. Depending on your computer settings, the file may need to be trusted (make sure the file is from a verified source)
2. Navigate to the Cost Summary page.
3. On the top row of the Cost Summary sheet, select Tools.
   
   
4. A Tools pop-up will appear. From the two export options shown, select JSON - {}. Then click Export.
   
   
5. Confirm the warning message by selecting Got it - Continue Export.
6. A "Save As" option will appear. Name the file and then click Save.
   1. This export file will be used to upload your Bid and Actual amounts into CAPS+. 

How to Import the Hot Budget V3 JSON Export to a CAPS+ Project

1. In CAPS+, navigate to Projects > Project Maintenance > Projects > select the project to upload the file to.
2. Click the Cost Manager tab. 
3. Click Upload from the top right of the Cost Manager tab.
   
4. The Upload Budget/Actual popup will appear. Click Select File and select the “Hot Budget V3 JSON” export file.
5. From the Budget Software drop-down, select “Hot Budget V3 (JSON).”
   1. Note: If the “Hot Budget V3 (JSON)” does not appear as a selection, it can be added in the Company Preferences by going to Administration > Settings > Company Preferences > Available Budget Software > check the box next to “Hot Budget V3 (JSON)” > Click Save.
6. In “Type of Upload,” choose either Budget or Actual.
   1. When uploading both Budget and Actual amounts from the same file, the file will need to be uploaded once with ‘Budget’ selected and a second time with ‘Actual’ selected.
7. Confirm Step 3 preferences:
   1. The Hot Budget V3 export does not include Top Sheet / Cost Summary company information.
   2. Both the PC Log and PO Log can be imported when uploading the file as an ‘Actual.’
   3. Bid Grand total amounts will match the Contracted Total in the Cost Summary page of the HB V3 file.
8. When you’re ready, click Upload.

Sample of an "Actual Upload" using Hot Budget V3