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Budget Options

Creating and working with Options

Hector Borrego avatar
Written by Hector Borrego
Updated over 4 years ago

How to turn on Options


Within any project visit Project Settings---->Project Budget to enable Options

Creating and Approving Options

Once Options have been enabled head on back to your project budget and go to the Options tab

We'll start by adding a Front Door option

Then click the Price Calculation tab to relate/link this option to one of your budget categories

We'll add the category from the drop-down, an amount, and description

Click SAVE twice and we now have our first option in Pending status

Click the yellow icon to the left to either approve or reject the option

Once approved we can go back to the Budget tab. We now see the approved amount of $750 under Approved BO's column

Any questions or help please reach out to Support

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