Projects
Hold the project to budget lines by category and WBS, optionally on a version.
Where to find it: Left menu → Projects & Operations → Project Budgets
Step 1
Left menu → Projects & Operations → Project Budgets. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick a draft version, add lines with GL/WBS/period, then compare category and WBS budget-vs-actual.
Step 3
Dashboard over-budget flags and BvA available amounts should use these lines.
Yes. Project Budgets is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Use Budget Versions for a change order. A silent raise is how jobs blow up.
