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NOTE: The Budget Manager has been updated to support multiple budgets. To learn more, please refer to our Multiple Budgets & Budget Room article. Th...

The video below will show you how to set up your budgets and navigate budget rooms: style="position:absolute;top:0;left:0;width:100%;height:...

From the Budget Manager, GC’s can create new budget line items from the top section of the page.  Select Division / Cost Code: Click on the 'Divis...

Efficiently managing Vendors with the budget line items is crucial for effective project financial management. GCs can associate Vendors to Budget Line Item...

The Budget Manager allows GCs to control their project budget effectively. Users can lock and unlock it as needed. Locking the Budget: Click 'Lock B...

In the Budget Manager tool, the default list for cost codes and cost types can be customized to meet specific project requirements.  By default, the ...

In the project management system, users can manage the visibility of Budget Data within the Planner interface. This can be achieved through the 'Planner...

Under Budget Manager, users can streamline their workflow by configuring default apps for various transaction types, such as Change Orders, Contracts, In...

In the Budget Manager, when creating a Budget line item categorized as 'Equipment' under the 'Cost Type,' users can now seamlessly associ...

A new setting has been introduced in the right menu of the Budget Manager, labeled 'Allow Multiples of the same Cost Code.' This setting facilita...