How do I set a budget?

You set your budget by clicking in the Budget column on the Financial Forecast. You can set a budget for a whole category (e.g. Consultants), or for each service provider in that category (e.g. your architect).

Set a budget for a category

1. Go to Financial → Cost Management and open the Financial Forecast tab.
2. Find the category line (e.g. Construction).
3. Click in the Budget cell on that line.
4. Type the amount (excluding GST).
5. Click the ✓ to save.

Set a budget for a service provider

1. Go to Financial → Cost Management and open the Financial Forecast tab.
2. Click the arrow next to the category to show its service providers.
3. Click in the Budget cell on the service provider's line.
4. Type the amount (excluding GST).
5. Click the ✓ to save.

Tips

• Click the ✕ to cancel without saving.
• Your Total Budget at the top adds up automatically.
• Set a budget for Contingency too. This covers unexpected costs.
• Compare the Budget with the Final Forecast Cost to see if you are on track.