Budget Manager allows you to custom your calculator column in the view builder which helps you to set the desired view of the columns

  • Click on the Create New calculated column.



  • You can pick any operator from the given operators.




  • Click on the ADD button to add the column and turn ON the view. You can turns ON / OFF the columns that are relevant for the view created and click on the 'SAVE' button.

  • Once the view is added the new "i" icon is added to the name clicking on it would show the setting made as shown in the example which shows a equation defined. Click on Save view to save the view.



  • Once the save view is clicked it would show a popup allowing you to enter the view name and select the view Type from Public and Private.
  • Post entering the required details in save view popup click on Save to save the view.

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-28-22