Overview
With Budget Layout Views in INGENIOUS.BUILD, you can optimize how you visualize project budgets, simplifying complex financial data into actionable insights. This feature enhances efficiency, and control across projects.
Prerequisites
Only Admin or Project Executive account types can create Budget Layout Views.
Available in all workspaces except Design/Architect and Subcontractor.
Process
Creating a Budget Layout View
Navigate to Lists and Templates
From the left-hand navigation menu, go to Lists and Templates.
Select the Budget Layout View tab at the top.
Add a New Layout View
Click Add Layout View.
Enter a Layout Name.
Select the desired Budget/Anticipated Cost Report Columns to include.
Use the > arrow to add columns to the layout.
Save Your Layout
After finalizing your selections, click Save Layout.
Applying a Budget Layout View
Select a Project
From the left-hand navigation, go to Projects and choose a project.
Open the project navigation menu and select Master Project Budget/ACR.
Change the Budget Layout View
On the right-hand side of the screen, click the Change View Layout dropdown.
Select the desired Budget Layout View from the list.
Note: The selected layout will display only the columns you included, simplifying your project budget view.
Benefits of Budget Layout Views
Quickly focus on specific financial aspects of your project.
Enhance visibility and streamline budget management across projects.
Use Budget Layout Views to tailor your financial analysis and improve efficiency in managing project budgets.
See Also