Financials
Under the financials tab you will find your Budget and Quote for your project. Here is where you can update the versions of your Budget and Quotes if any financial changes have been made to your Estimate.
- Under the Project heading within your project navigate to the Financials tab
- Here you will see your Budget and Quote for your project
- If you have not created an estimate for your project and generated tasks from it or manually created any tasks, these boxes will be empty with a button that says Go to tasks. Create tasks/generate tasks first.
- As you make changes to you your Estimate you will need to update the versions here by clicking the Create a version button in the blue box.
- A box will appear showing you what changes are being made
- Select Create version
- Once updated you will have a new version of your Budget/Quote
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