To edit an existing budget view.
Things to Consider
- Required User Permissions: 'Admin' on the company's Admin tool.
- Navigate to the company's Admin tool.
- Under Tool Settings, click Budget.
- In the Budget Views table, click the budget view to edit.
- Make the desired changes, you have these options:
- View Name. Change the name of the budget view.
- View Description. Update the budget view description.
- Assign to Projects. Click the drop-down list to change the project assignments.
- Optional. If you want to change the column configuration, see Configure the Columns for a Budget View.
- Click Done to save changes and return to the Budget Views page.