Working with Budgets

There are a number of actions you can take when working with budgets. Below is a list of tasks for working with budgets:

• Create a Budget
• Apply Budget Template
• Import Budget Line Items
• Add Budget Line Items
• Edit Budget Details
• Request Budget Approval
• Approve Budget Approval Request
• Add Note to Budget/Line Items
• Attach Documents to Budget/Line Items
• Attach Forms to Budget/Line Items
• Attach Processes to Budget/Line Items
• Print a Budget Mail Merge Template

After you have a handle on the budget and it has been approved, you may want to use the Forecasting feature to help you track and plan for foreseen risks, which will help you stay within budget. Trimble Unity Construct's Cash Flow cost entity may also be of interest to help you plan out how funds will be dispersed throughout the remainder of the project. See the following for more information:

Related Topics:

• Forecasting
• Cash Flow