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  3. Budget Tracking

Budget Tracking

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  • 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
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