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
You can add the following types of fees to a project’s budget:
Production fees
Insurance fees
Contingency fees
To add a fee to a project’s budget:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the name of the project that you want to see the budget for
In the project dashboard’s Budget overview, click View budget
On the Budget tracker page, click the Add fees button
Click to select the type of fee you want to add: Add production fee, Add insurance fee, or Add contingency fee
In the Add Fee popup, select the Budget, Actual, Estimated Final Costs, and Estimated to Complete options
Click the boxes to enable Percentage and/or Carry over to actual, EFC, and ETC
Click the Submit button
Select a project, then click View budget
Click the Add fees button and then select the type of fee that you want to add
In the popup add the details, click the boxes to enable Percentage and/or Carry over to actual, EFC, and ETC. Click the Submit button when you’re done.