Project Settings – Budget Types

Owned by amani imtiyas
Last updated: Jan 29, 2024
2 min read

This area allows you to define Budget Types which can be associated with specific projects. 

  • STEP 1: Go to Framework > Project Settings > Budget Type. 

Figure 1.1

  • STEP 2: Click Add new Project Budget Type.  

Figure 1.2

  • STEP 3: Enter a name and a description for the budget type and click Insert.

Use the Adjacent buttons to edit or delete a saved record.

A Spell check button is also available at the top right corner.

  • STEP 4: Use the up/down arrows if you need to re-order the list of budget types which will be visible within the Project Expenditure tab of the Project Details object if activated.

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Project Settings