Budgeting Fields

This section describes the fields and actions on the Budgeting workspace.

Header Fields

Field Description
Job This field displays the job name and number to which the budget is applied.
Customer This field displays the customer name and number to which the budget is applied.

Header Actions

Action Description
Click this action to refresh data in the current workspace.

Click this action to display the list view.

Click this action to display the detailed view.

Save Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert Click this action to undo changes made to the current record, or to any of its lines.