Creating a New Budget

How to Create a New Budget

Opportunity Module

1. Open the Contact (or customer)
   
2. Open the Opportunity that you would like to add a budget to
   
3. Click on the "New" icon (located next to "Budgets" on the right-hand side of the screen) 
   
   
4. Enter in the necessary information
   
1. Click on "Add" to add additional job sections to your budget 
   
   
   
5. Click on "Create" 
   
   
   

Please Note!

You can add more than one budget to an opportunity.  This allows you to create budget scenarios for your client before investing your time designing the project.

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