Budget Manager

Budget Manager Overview
The Budget Manager feature is designed to help construction managers effectively manage their budgets. It provides a range of functionalities to track and c...
Thu, 21 Dec, 2023 at 10:06 AM
How to Import Budget Items in Budget Manager
The video below will guide you on how to import your budget using the Budget Importer: Budget Items can be imported to our Application, by choosing o...
Tue, 19 Mar, 2024 at 10:44 AM
How to Add a new Budget Line Item
From the Budget Manager, GC’s can create new budget line items from the top section of the page.  Select Division / Cost Code: Click on the 'Divis...
Mon, 11 Dec, 2023 at 12:16 PM
How to add Vendors to a budget line item
Efficiently managing Vendors with the budget line items is crucial for effective project financial management. GCs can associate Vendors to Budget Line Item...
Mon, 11 Dec, 2023 at 12:16 PM
How to Lock & Unlock budget
The Budget Manager allows GCs to control their project budget effectively. Users can lock and unlock it as needed. Locking the Budget: Click 'Lock B...
Mon, 11 Dec, 2023 at 12:16 PM
Customize Cost Codes and Cost Types in Budget Manager
In the Budget Manager tool, the default list for cost codes and cost types can be customized to meet specific project requirements.  By default, the ...
Mon, 11 Dec, 2023 at 12:17 PM
Planner Settings - Show/Hide Budget Data in Planner
In the project management system, users can manage the visibility of Budget Data within the Planner interface. This can be achieved through the 'Planner...
Mon, 11 Dec, 2023 at 12:17 PM
General Settings to have option to set Default App for 'Change Order', 'Contracts' and ' Invoices'
Under Budget Manager, users can streamline their workflow by configuring default apps for various transaction types, such as Change Orders, Contracts, In...
Mon, 11 Dec, 2023 at 12:17 PM
Associating Manufacturer and Model Number for Equipment Budget Line Items
In the Budget Manager, when creating a Budget line item categorized as 'Equipment' under the 'Cost Type,' users can now seamlessly associ...
Mon, 11 Dec, 2023 at 12:17 PM
Allowing Duplicate Budget Line Items for the Same Division/Cost Code and Cost Type
A new setting has been introduced in the right menu of the Budget Manager, labeled 'Allow Multiples of the same Cost Code.' This setting facilita...
Mon, 11 Dec, 2023 at 12:17 PM