Budget Tracking
- Accounting Codes Overview
- Budget overview
- Setting Up Accounting Codes
- How to select your financial structure
- How do I set up a budget for my project
- Turning estimates & job costing on or off for a project
- How do TBD selections show up on the budget?
- Understanding terminology: budgets, client prices, and allowances
- How can I control builder user permissions for editing financial information?
- Understanding Budget Adjustments
- What changes if I use the estimates & job costing feature on a project?
- Can I enter budget information on a Spec/Selection Template?
- How do I access the budget?
- Can clients and partners see the budget?
- Synchronize your financials between the Estimate, Selections, and Budget
- What does the client view of the budget look like?
- Auto-calculating profit and tax on the budget for open book projects