Estimating Procedures

Related Topics:

• 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.
• Approve or Reject a Budget
  Use these steps to review and approve or reject new/updated budgets submitted for your approval. You can also approve (and reject) budgets in the Approval Center workspace.
• 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 budget lines from a job budget to the job budget you are currently working on.