How to Override Total Project Budget?

How to override total project budget on Budget Modal?

Instead of the total budget and fee being automatically calculated by summing all phases, there is now an option to manually set the total budget and fee for the project. This feature provides greater flexibility in managing the project's overall financials.

Key details about the override project budget feature:

  • Available only for projects with non-default phases.

  • If the last non-default phase is deleted, the project will retain the entered values, which could include the overridden project total if one is set.

  • These values will be cloned when cloning projects, as override values are considered part of the budget.

How to override total project budget?

  1. Click the Project total budget cell on Budget Modal Time tab.

  2. On the left, the total from all Phases is displayed. On the right, an override can be entered for the total Budget and Fee, allowing manual adjustment of the overall Project values. Click Save when finished.

  3. The amount will update on the table.

How to revert back to use phase total?

  1. Click the Project total budget cell on Budget Modal Time tab.

  2. A modal will appear, displaying the total from all Phases on the left and override fields for the total Budget and Fee on the right. The override is indicated by the difference in amounts.

  3. To revert to using the phase total, leave the fields blank. Click Save.

  4. The amount will update on the table.

Did this answer your question?
😞
😐
😁