Budget Groups

Created by Leah Cadman, Modified on Mon, 27 Apr at 12:38 PM by Leah Cadman

Creating/Adding a Budget Group

  • Job Budgets Groups can be created in Admin>Job Setup>Budget Groups

  • Select “Add New” to create a Budget Group Description 

Adding Budget Groups to a Job

  • To Add a Budget Groups to a Job, go to the Job List page. 

  • Click on a job from the Jobs List and Navigate to "Budget Groups” on the left side.

  • Users can select the “Add New” button to create and Budget Group Description:

    • Electrical, Mechanical, Plumbing 


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