Access the Budget Manager from the project settings, the grid section at top of the page shows all the added line items for the project.


  • To create a Budget line item first click on the 'Division / Cost Code' field which has the cost codes grouped under the 16-Division Master Format (explained below).

 

 

 

 

  • Post picking one value from the 'Division / Cost Code', click on the 'Cost Type' field and pick a value from the dropdown list.

 

  • Pick dates for the 'Est. Start Date' and 'Est. End Date' fields using the date picker.


  • Pick the Curve from the list.


 

  • 'Original Budget' field allows you to enter the Amount in the currency set for the Project. These budget values can either be entered directly by keying in or can be calculated and filled using the calculator button provided.



  • Click on the 'Add Item' button to add the Budget Cost Item. The added Budget cost item can be seen in the grid as shown below.




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: Nov-04-22