The Budget Manager Feature will help Users to create a Budget forecasting and analysis for the specific Project. 'Budget Manager' can be accessed from the Project Settings as shown below. The Budget Manager will show all the Budget related items and its transactions for the specific Project if the User has subscribed to it.
Path to access the Budget Manager in the Project:
Go to > Finance Tab > Budget Manager.
How to?
How to Create Budget Line Item
How to Use the Calculator Feature in Budget Manager
How to Add a Vendor to Budget Manager
How to Use the Right Pane in Budget Manager
How to Create Direct Cost for a Budget List
How to Transfer Budget in Budget Manager
How to Customize Calculated Columns
How to Edit and Modify Existing View
How to Configure List Manager for Budget Manager
How to Rearrange and Sort Columns in Budget Manager
Budget Related Information:
Last Updated: Dec-28-22