1. Access job cost by clicking “OPEN” under the job cost module.

2. Click the “COST” tab on the upper left hand corner of the screen.

3. Click “BUDGET” on the upper left side.

4. Ensure the correct project, codes, and cost types are selected within your filters. You can choose to view your budgets in one of two views:

• “Cost Type” - which shows a line items per cost type configured by budget code,  or 
• “Cost Code” - which shows the full budget within each cost code.

5. To manually enter a new cost code, click the green plus button in the top right corner of the screen.

6. A pop-up will appear that will allow you to enter the new cost code, cost code description, budget quantity, UOM, Cost Code type = Base or T&M, and the applicable cost types with their corresponding budget amount and hours.

7. Click “SAVE” on the bottom right corner of the pop-up.

8. When the new cost code is entered, you’ll have access to establish sub-items and quantity rules (depending on your Project’s options).

To learn more about quantity items and rules, see this article: How to Set Up Your Projects to Track Quantity
​​​​​

Please note: If we have an active integration to your accounting system, your budget list is coming from your ERP system, and will get updated when items change in your system or record.