Add Job Sections to an Existing Budget

Add Job Sections to an Existing Budget

How to Add Job Sections to an Existing Budget

Budget Module
  1. Open the Contact (or customer)
  2. Open the Opportunity
  3. Open the Budget
  4. Click on "Edit" (located to the right of Job Sections) 
  5. Click on "Add" 

  6. Enter in the new Job Section Name
  7. Using the drop-down arrow select a Budget Template
  8. Click on "Save" 





    • Related Articles

    • Use Setup Wizard to Edit an Existing Budget Template

      How to Use Setup Wizard to Edit an Existing Budget Template Please Note! Setup allows you to modify the structure or outline of an existing template. From any Module Click on "Administration" (located on the left-hand side of the screen) Click on ...

    • Use the Setup Wizard to Create a New Budget Template from an Existing Budget Template

      How to Use the Setup Wizard to Create a New Budget Template from an Existing Budget Template Duplicate & Setup From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Budget Templates" (located on the ...

    • Editing Rows in an Existing Budget Template

      How to Edit an Existing Budget Template Budget Template From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Budget Templates (located on the left-hand side of the screen) Click on the name of the Budget ...

    • Open an Existing Budget

      How to Open an Existing Budget Opportunity Module Option One Open the Contact (or customer) Click on the "Opportunity Name" (located on the right-hand side of the screen) Click on the "Budget" (located on the right-hand side of the screen) Budgets ...

    • Share Budget for Live Tracking

      How to Share Budget for Live Tracking Budget Module Open the Budget module that you would like to share Click here for information on "How to Open an Existing Budget" Click on "Share for Live Tracking" (located along the top of the screen)  Review ...