How Do I Assign Budgets?

See Also

To assign a budget to a project:

 

Web Suite recommends that you set up a budget before an estimate when you work on a bid proposal.

 

  1. Click Lists on the navigation bar and then click the Project tab.
  2. Click the ID of a listed project for which you want to assign a budget.
  3. Move to the Billing tab and select an existing budget from the Budget list.
  4. On the Details tab, Rules section, select the appropriate Budgeted Employee/Activity/Expenses Only options to restrict these items when recording time and expenses.
  5. When you have finished, click Save and then Return to close the screen.

You can also assign budgets to various projects using the Assign screen or the Budget screen.