Setting Up the Budget
Build the budget inspectors draw against: line items that total exactly 100%, imported from a template or added by hand.
Quick Reference
Open the project and click the Budget tab.
Click Download Template, fill it in, then click Load Budget.
Keep the line percentages at exactly 100%.
Read Funded / Actual and Remaining to track each line.
Before You Start
The project exists.
You have the budget line items and their percentages.
Step 1 — Import the Budget
Download, fill, load
Click Download Template and fill in one row per line item: Name, Percent, Amount, and Comment. Then click Load Budget. To enter lines one at a time, click Add an Item instead.
Saving is blocked until the lines total exactly 100%.
Step 2 — Read and Edit the Budget
Track each line
Funded / Actual shows what has been drawn on each line, and Remaining shows what is left. Click Edit to change a line name, percent, or amount, and Budget history to see every change.
Add a second budget
Click + Add Budget for a separate budget, such as Contingency.
Tips
DO
- •Start from the downloaded template so the columns match.
- •Plan the categories before the first inspection.
- •Check Budget history before you change a line.
WATCH FOR
- •Changing a line's share affects jobs already ordered.
- •Each line's percent becomes its Max % on the Draw Sheet.
Troubleshooting
Lender workflow
- Set up the budget (this guide)
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