Template Management

Task Update: Budget

The Task Update: Budget page shows all tasks, in order by stage, with the budget for each task. You may change the budget for one or more tasks at one time. You can also update the task budget to equal the sum of all line items for the task.

To update budget information for a task:

1. If needed, click the Template link and select a different template.

2. Change the Stage field as needed. A list appears of tasks for your job, based on the stage you selected.

3. In the Budget Total column, type the appropriate dollar amount budgeted for this task.

4. Click the Update Template button.

5. Or, click the Set Budget to Item checkbox to have the item equal the sum of all line items for the task, then click Update Template.