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.

To create a budget:

1. Under the Jobs menu section, go to Jobs > Budgeting workspace.
2. Use the search filter and/or the Search field to select a job.
3. Depending on the budget you wish to create, click Working Budget, Baseline, or Contract. The available tabs depend on the setup of your job.
4. Click Create Working / Baseline / Contract….
5. To add budget lines, click + Add Budget Line.
6. Enter information in the lines as needed.
7. Click Save.