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Configure Budget Code Attributes (Beta)

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Objective

To configure Budget Code Attributes in the Project Budget tool.

Background

Budget Code Attributes give you the option to create and assign attributes to project Budget Codes. This enhancement provides flexibility through custom groupings or tags, giving you to freedom to customize Budgets to your unique company needs. Budget Attributes can be used for grouping and filtering on the Budget and will appear on Budget PDF exports.

Things to Consider

  • Required User Permissions:

    • ‘Admin’ level permissions on the Project Budget tool.

  • Additional Information:

    • Up to three (3) Budget Code Attributes can be active on a project.

Steps

  1. Navigate to the project’s Admin tool.
  2. Click Work Breakdown Structure.
  3. Click Budget Code Attributes tab.

Create Attributes

  1. Click Create Attributes.
  2. Enter Names for up to three (3) Attributes.
  3. Click Create.

Create Attribute Items

  1. Navigate to the Budget Code Attributes tab.
  2. Select a Budget Code Attribute.
  3. Click Add Item.
  4. Enter a Name for Attribute Item.
  5. Repeat for each Attribute Item.

Assign Attributes

  1. Click Budget Code Usage tab.
  2. Select Budget Code checkboxes.
  3. Click Assign Attributes.
  4. Select Attribute Items to assign to the selected Budget Codes.
  5. Click Apply.