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:


Specifications:


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


Import Budget Items to Budget Manager


What is Provider Source: Self Perform / Trade Partner?


Views & Calculated Columns in Budget Manager


Pick from Catalog in Quick Add


Pick from Labor Sheet in Quick Add


Source Type Flag in the Budget Manger


Billable in Client Contract


WBS Structure and Work flow Settings in Budget Manager
















Last Updated: Dec-15-24