Budget Manager

Budget Manager
The Budget Manager Feature will help Users to create a Budget forecasting and analysis for the specific Project. 'Budget Manager' can be accessed ...
Thu, 1 Dec, 2022 at 2:10 AM
How to Create Budget Line Item
Access the Budget Manager from the project settings, the grid section at top of the page shows all the added line items for the project. To create a ...
Fri, 4 Nov, 2022 at 9:55 AM
How to Use the calculator feature in Budget Manager
Budget manager has a calculator button that allows you to calculate the budget by entering unit measure, Unit quantity and unit cost. To enter the origina...
Fri, 4 Nov, 2022 at 9:55 AM
How to Add a vendor to Budget Manager
You can also add a vendor(s) in the budget line item by clicking on the Select Vendor dropdown in the Budget Manager as shown below. Select the ven...
Fri, 4 Nov, 2022 at 9:56 AM
How to use the Right pane in Budget Manager
When a single budget line item is selected, The right pane is shown that gives additional information as shown below. You can navigate to previous an...
Fri, 4 Nov, 2022 at 9:56 AM
How to create Direct Cost for a Budget List
'Direct Costs' are costs associated of a project that are not associated with a Purchase Order. Example, labor, materials and fuel are usually con...
Fri, 4 Nov, 2022 at 9:57 AM
How to Import Budget Items
If a Budget item is created in a different project and needs to be maintained in this project, can be used in the project by clicking on the import option i...
Fri, 4 Nov, 2022 at 9:57 AM
How to Transfer Budget in Budget Manager
The budget amount can be transferred from one budget item to another budget item with the 'Create Budget Transfer" option  in the triple menu. ...
Fri, 4 Nov, 2022 at 9:57 AM
How to use Budget View Builder
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...
Sat, 5 Nov, 2022 at 4:31 PM
How to Customize Calculated Columns
Budget Manger 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 N...
Fri, 4 Nov, 2022 at 9:58 AM