INGENIOUS.BUILD

Import budget values quickly using downloadable Owner Budget or Your Budget templates.

Importing a Budget with Values

Carmela Flores

Cara Alva

Mariah Eve Taborada

How to set up your Project Budget to begin Contract procurement through RFPs, Bid Packages, and Contracting 

Master Project Budget/ACR

Set up your project budget structure — categories, cost codes, and phases.

Creating the Project Budget

How to build an Original Budget for your project using Flat Values or Budget Line Items, including tips for templates and saving snapshots.

Entering Budget Values in the Project Budget

Learn how to approve your budget in phases and save snapshots of your budget as it iterates and evolves over time!

Budget Approval Phases

Learn how to use the Project Budget to view, manage, and track project costs.

Project Budget Overview

Budget Setup and Management: Key FAQs

Understanding the distinction between the Owner Budget and Your Budget

Owner Budget vs. Your Budget

This collection provides a detailed guide to setting up your Master Project Budget on INGENIOUS.BUILD, ensuring that it is well organized, transparent, and aligned with project goals.

Master Project Budget Set-up

Learn how to explore multiple budget scenarios using Feasibility Studies in INGENIOUS.BUILD.

Creating Budget Option Feasibility Studies

Change or add to the cost code structure for a project's master budget / ACR.

Updating Cost Codes in the Project Budget

Learn how to create, revise, and approve budget reallocations to stay on track.

Managing Reallocations to an Approved Budget

Transfer funds by entering the amount to move from Unallocated Funds to Savings.

Understanding Unallocated Funds and Savings in the Budget

This guide will empower you to make critical edits to your approved budget, ensuring it aligns with your evolving project needs.

How to Edit Your Approved Master Budget

Learn how to use the % of Dependency unit of measure in INGENIOUS.BUILD, allowing users to link a budget line item as a percentage of another item, category, phase, or…

How to Use the % of Dependency Unit of Measure

JD Williams

A thorough guide to effectively managing your project budget on INGENIOUS.BUILD helps you control your budget and ensures accurate financial management throughout the project lifecycle.

Managing your Project Budget

Portfolios empower teams to organize, track, and report on multiple projects in a streamlined and intuitive way.

Creating and Navigating Portfolios

A comprehensive guide to creating and navigating portfolios on INGENIOUS.BUILD.

Portfolios

Find answers and get help from Intercom Support and Community Experts

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