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How to assign a budget to the new project?
How to assign a budget to the new project?

How to assign a budget to the new project?

Alexandra Gallisová avatar
Written by Alexandra Gallisová
Updated this week

When creating project from budget proposal, budget is automatically assigned and synchronized with the project.

In the situations when project exists first, the assignment of the first created budget saved as final is also automated.

In case no budget from existing ones is assign to project, follow these steps:

  • Go to the Projects section

  • Click on the required project

  • Go to Budgets section

  • Click on Assign checkbox

After assigning budget to project, all the budget items defined in the budgets will be automatically created in project detail.

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.

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