Add a project budget overage

Updating a project budget is permission based

To update a project budget in Wrapbook, your account must have one of the following roles enabled:

  • Role: Company Admin, Company Manager, Project Coordinator

  • Custom role with: Budgets/EFC - Full access

To add a project budget overage:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select the name of the project that you want to see the budget for

  3. In the project dashboard’s Budget overview, click View budget

  4. In the left-side navigation, click Actualize

  5. In the Actualize menu, click Overages

  6. Click the Add overage button

  7. In the Add overage popup, enter the details

  8. Click the Upload file button to add documentation for the overage that you’ve saved to your computer

  9. Click the Submit button

Select a project, and then click View budget

Expand the Actualize menu, and then click Overages

Click the Add overage button

Enter the details, add a file, and then click Submit