Edit a Budget

You can edit a budget to add or modify information regarding your expenses on the job. However, if it has already been submitted or approved, the budget will be reopened and will go through the approval process again.

To edit budget lines:

1. Under the Jobs menu section, go to Jobs » Estimating workspace » Budget tab.
2. Use the search filter and/or the Search field to select a job.
3. In the Show Budget field, select a job budget type from the drop-down list.
4. Click the sub-tab you want to update.
5. Edit the lines in the table as needed.
6. If you want to revert your changes, click Revert. Otherwise click Save or press ENTER.