How to Add Budget Amounts to Projects

Path: Transactions > Project > Records / Cost & Budgeting

The Costs & Budgeting Tab has three fields available for you to enter budget information. These are the first row of fields at the bottom of the window.

Recording budget information is optional. If budget information is available, it should be entered on this Tab. In addition, you can roll up the costs of affiliated sub projects by clicking the Include Sub Projects check box.

To add this information:

  1. Locate the desired record.
  2. Click Edit on the WebTMA toolbar.
  3. Enter information in the Budget line for Labor, Parts, and/or Other fields.
  4. Click Save on the WebTMA toolbar.

See Also

Projects Costs & Budgeting Tab

Project Work Order Information

Project Costs and Budget Summary