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 Import Budget Items

How to Transfer Budget in Budget Manager

How to Use View Builder

How to Customize Calculated Columns

How to Edit and Modify Existing View

How to Lock and Unlock Budget

How to Configure List Manager for Budget Manager

How to Import Budget Items

How to Rearrange and Sort Columns in Budget Manager

Budget Related Information:

Budget/Cost Metadata

Post Budget to Workflow 



Last Updated: Dec-01-22