Budgets

Budget Details of a Budget Line Item
The Budget Details tab provides a comprehensive view of the budget line item, offering detailed information about its budget, associated manufacturer (appli...
Sun, 15 Dec, 2024 at 12:29 PM
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...
Sun, 15 Dec, 2024 at 12:29 PM
Provider Source: Self Perform / Trade Partner
A new setting in Finance called "Provider Source," lets users categorize budget line items for different uses. The "Provider Source" can...
Sun, 15 Dec, 2024 at 12:29 PM
Views & Calculated Columns in Budget Manager
In the Budget Manager, users can customize their view by adding, removing, and creating custom calculated columns. They can save these customized views as e...
Sun, 15 Dec, 2024 at 12:29 PM
Pick from Catalog in Quick Add
Select Manufacturer from Budget Calculator in Quick Add For Budget Line Items with 'Cost Type' Equipment or Material, users can now easily selec...
Sun, 15 Dec, 2024 at 12:29 PM
Source Type Flag in the Budget Manger
  All Budget Line Items  of Cost Type - Equipment will have a New Flag Source Type added in Budget Details Tab The Source Type Field is used to indicat...
Sun, 15 Dec, 2024 at 12:29 PM
Pick from Labor Sheet in Quick Add
For any Budget Line Item of  Cost Type  - 'Labor  is being created, When User Clicks on Budget Calculator, 'Pick From Labor Sheet' option is sho...
Sun, 15 Dec, 2024 at 12:29 PM
Multiple Budgets & Budget Room
The video below will show you how to set up your budgets and navigate budget rooms: style="position:absolute;top:0;left:0;width:100%;height:...
Sun, 15 Dec, 2024 at 12:29 PM