All the view can be modified by selecting the view from the view picker that should be modified as shown below.

 


  • Click on the Manage view to see the view builder with the select view details.

  • You can add a new column, hide or see existing columns. Change the name of the view creates and save the view.

 

  • You can also use the Save As button and create a new view from existing view.

 

  • The Delete view will delete the selected view completely.


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