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Edit an Existing Budget View

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Objective

To edit an existing budget view. 

Things to Consider

  • Required User Permissions: 'Admin' on the company's Admin tool.

Steps

  1. Navigate to the company's Admin tool.
  2. Under Tool Settings, click Budget. 
  3. In the Budget Views table, click the budget view to edit.
  4. Make the desired changes, you have these options:
    • View Name. Change the name of the budget view.
    • View Description. Update the budget view description. 
    • Assign to Projects. Click the drop-down list to change the project assignments. 
  5. Optional. If you want to change the column configuration, see Configure the Columns for a Budget View. 
  6. Click Done to save changes and return to the Budget Views page. 

See Also