Skip to main content

Overview of Project Budgets - Advanced

This feature is only available to clients who have the Advanced version of TBCM.

Thomas Whalley avatar
Written by Thomas Whalley
Updated over 5 years ago

The Budget module provides a method to create a budget for the project and track related costs to the budget as soon as they are created.  Important things to know about Budgets:

  • Budgets can be categorized for each project by custom defined segments, such as phase, areas, systems, etc.

  • Cost Codes are predefined in the Company Master Activities list, only a System Admin can access this menu.

  • Project Budget Items are comprised of activities selected from the Company Master Activities.

  • Budgets can be saved as a Draft or Locked.Draft budgets have limited functionality

  • Locked budgets: Changes can't be made to the Original Budget amounts

 

 

Did this answer your question?