FEATURE FAQS

How are budgets used for projects?

Project budgets are managed on an individual project basis, separate from the “Budgets” feature. To update a project budget:

  1. Select the “Projects” tab from the toolbar on the left
  2. Select the “Add New Project” option at the top right (or choose the “Edit” option for a previously created project to adjust it)
  3. Enter a value under the “Budget Amount” field
  4. Optionally, click the “Add Project Line” button at the bottom of the project to divide the allocated budget amount from step 3 into custom project lines
  5. Click the “Save Project” button to confirm and update the budget for the project

FEATURE FAQS

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