The Budget Manager feature is designed to help construction managers effectively manage their budgets. It provides a range of functionalities to track and control project expenses.

The video below will show you how to use the Budget Manager:


Add New Budget Line

Add Vendors to Budget Line

Lock & Unlock a Budget

Customize Division/Cost Code and Cost Types in Budget Manager 

Enable Mark-up Fee for Budget Line Items

Show/Hide Budget Data in Planner

Set Default App for 'Change Order', 'Contracts' and ' Invoices'

Equipment Type Budget Line Items

Allow / Restrict Duplicate Budget Line Items for the Same Division/Cost Code and Cost Type

Budget Details of a Budget Line Item

Last Updated: May-16-24