Budgeting Procedures

This section describes the steps you need to follow to work with budgets.

Related Topics:

  • Create a Budget
    You can create several budgets for your job, such as a working budget to manage estimates to completion, and a baseline budget to compare your progress. You can also specify the fixed price of your job in the Contract tab. This is done in a contract budget, or defined by a quote depending on the setup of your job.
  • 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.
  • Submit a Budget
    When you have finalized all details in the budget, you can submit it for approval.
  • Reopen a Budget
    To modify information in a budget that has already been submitted, you must reopen it for editing.
  • Copy a Budget
    Use these steps to copy a budget.
Parent Topic: Budgeting Overview