Create a project budget (PAS)

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  • Updated on Mar 27, 2025
  • Published on Mar 17, 2025
  • 1 minute(s) read

Project budgets in Production Accounting are permission based

To use PAS to create a new project budget, your account must have one of the following roles enabled:

  • Role: Company Admin, Accountant

  • Custom role with: Accounting settings - Full access

To create a project budget:

  1. Make sure Production Accounting has been enabled for your company’s account

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

  3. In the dropdown menu, select the project that you want to create a budget for

  4. In the project dashboard’s Budget & EFC overview, click View budget

  5. Click the Create budget button and select Create manually

  6. In the Create budget popup, enter the New budget name, choose location and production codes and then click the Create button

After you click Create, the new budget will automatically open in the project Budget/EFC dashboard.

Dashboard overview showing onboarding status, timecards, payroll, and budget details for a project.

Select a project then click View budget

Budget management interface displaying various project budgets and their details.

Select a project, click Budget/EFC, then click the Create budget button. Select Create manually.

Create budget dialog with fields for location and production codes selection.

Enter the required details and then click the Create button

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