How to manage budgets and contracts

Updated over a week ago

Here is an overview of budgets: 

  • + New Budget Group: create additional budget groups

  • + New Contract: create additional contracts 

  • + Create Template: create a template that can be pasted into other projects

  • + Load Template: load an existing template (only appears if you create a template) 

Once a new contract is created, it will populate the contract under selected budget group. In order to generate a schedule of values, must tick Pay App when Awarding a contract. Otherwise, select Contingency or leave unspecified. 

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