Budgets - How to use them!

Now that you have created budgets for your projects, it's time to use them!

When you're creating a pricing document (aka, quote, proposed change order, proposed change request, etc....) you can assign dollar values to your budgets!

To learn more about pricing documents, check out these articles!

Budget Drawdowns

Once you have created a pricing document, it's time to fill out the details of the document.

Note: You can be general or specific in your quotation breakdowns. Do what works best for you!

Step 1: Upload your quote document.

Step 2: Complete the information in your line item as shown below. Use the '+' and '-' signs on the right side to add or delete line items.

Step 3: Decide which budget you are going to be using for each line item. Again, you can break down the quote as much, or as little as you want.

In the example above, I decided that the costs associated with 'Abatement' would come from the 'Unforeseen conditions' allowance.

Step 4: When you have finished creating your line items and selecting your budget types, click the blue 'Save' button at the bottom of the pop-up.

To change any of the budgets associated with your line items, you can click the blue 'Edit' icon in the top right corner and update your budget selections.

If a budget is exceeded (ie: there is no money left in that pot), the rest of the dollar value associated with that line item will automatically be moved into the 'Contract Overages' category.