How do I access the Project Budget/Job Costing page?

After creating the estimate, locate it on the Estimates page. Click the three-dot icon on the corresponding card, then select “Project budget – job costing.”

First, navigate to the "Estimates" page.

Locate the estimate and select the three-dot button in the top right corner of the estimate card. From the dropdown menu, select "Project budget - job costing."

The project budget can also be accessed from the Project Lead. From the lead, open the nine-square menu and select "See Budget."

The project’s budget can now be viewed and edited.

Click the estimated company cost to populate the actual cost with that value, or enter a custom amount in the actual cost field.

Notes can also be added to each line item for later reference.

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