Budget Manger will allow you to create a new view apart from the basic view provided. You can add, remove or even create your own custom calculated column(s) and save it as a new view. The new view can be created as a Public View or a Private View.

 

  • To create a new View, click on the 'View selector' and select 'Create New View' in the drop down.



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-05-22