When creating project from budget proposal, the budget is automatically assigned and synchronised with the project.
In situations where the project exists first, the assignment of the first created budget saved as final is also automated.
In case no budget from existing ones is assigned to the project, follow these steps:
Go to the Projects section
Click on the required project
Go to Budgets section
Click on Assign checkbox
After assigning a budget to a project, all the budget items defined in the budgets will be automatically created in project detail.
⚠️ Budget must be in Final status before it can be assigned
Only budgets saved as Final can be assigned to a project.
If you cannot find the budget you want to assign, verify that it has been saved as Final.
How to change a budget from Draft to Final
Open the budget from Quotes → Budgets or directly from the project's Budgets tab.
Click Save as Final
Return to the project's Budgets tab.
Select the Assign checkbox next to the budget.
Once the budget is saved as Final, it becomes available for assignment.
Switching between budget versions or unassigning them might cause that some of the budget item will have labed DELETED. Here is the guide how to work with such items.
