Change Budget Status

Change Budget Status

How to Change the Budget Status

Budget Module
  1. Open the Budget Module
    1. Click here for information on "How to Open an Existing Budget"
  2. Click on "Change Status" (located along the top of the screen) 

  3. Click on "Budget Accepted" 

  4. The program will ask you to confirm that you would like to make this change
    1. If no, you can "Cancel"
    2. If yes, you can "Confirm"

Helpful Hint!
We recommend that you perform this step AFTER you have a signed Retainer Agreement and have collected the Retainer Fee (if applicable) from your client.
Please Note!
Accepting the Budget will change the status of the Budget and allow for proper company and designer analytics.





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