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Proposals & Budgets
How to manage budgets and proposals in Allfred
Creating a project from an approved budget proposal
How to create a Budget or Budget Proposal?
Work with Proposal section: Budgets overview, downloading PDF, rate cards and commissions
How to apply discount in budget?
How to set up default Positions, Hourly rates and Position sets (rate cards)?
How to set up a repetitive budget items?
How do you create a barter or zero-value item in the project?
How to delete budget or unassign from project?
How to duplicate a budget?
How to add a new budget to the same project? (multiple budgets in one project)
How to export budget in PDF
Agency Summary for Gross Income in Budgeting
Role-based Access to Budgets and Proposals in the Budgets Section
How can I set the buy price value to zero?
How do man-days and man-hours work in Allfred?
How can I edit or create new rate cards without affecting existing budgets?