Budget
ProposalsStart using the Proposals module to create multiple proposals/estimates which can later be sent to your budget
Budget OverviewQuick overview on navigating the budget
Setting up budget categories
Creating a budget
Adding and adjusting feesHow to manage fees / markups
Report TemplatesHow to create a saved report
Budget OptionsCreating and working with Options
Purchase OrdersWhat are POs used for and how to send them out to your resources