Edit a budget

Edit a budget#

For: Admin You’ll need: A budget to edit.

You’ll update the period, location scope, labor budget, revenue target, or notes.

Open the budget#

  1. In the sidebar, go to Company → Budgets.

  2. Click the row.

Make your changes#

  1. Update any of the fields.

  2. Click ‘Save’.

Verify it worked#

A toast confirms the save and the row in the list reflects your changes.