If a Budget item is created in a different Project and needs to be maintained in this Project, the item can be used in the Project by clicking on the Import option in the Toolbar.
- Click on the Import button and click on Download Template option to download the template.
- Enter the Budget entries in the downloaded template and click on the import button to upload the saved budget entries template.
- Click on the browse button to browse the file and upload it.
- The uploaded file is processed and the budget item is created.
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