You can convert an existing estimate into a budget from the Estimate screen itself. Click the Convert button on the Estimate screen's button panel to open this dialog box.
New Budget
ID:
Enter the ID for a new budget to be created using the existing estimate.
Description:
Enter the description for the new budget being created.
Button Panel
Help:
Click to access Web Suite online help.
Save:
Click to save the entry and close the screen.
Cancel:
Click to cancel the entry and close the dialog box.