Export a project budget

  • Updated on Jul 17, 2025
  • Published on Mar 16, 2025
  • 1 minute(s) read
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This help article is related to Cost tracking

In Wrapbook, production accountants and administrators can manage budgets using either Cost tracking or the Production Accounting Suite.

Exporting a project budget is permission based

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

  • Role: Company Admin, Company Manager, Project Coordinator, Project Assistant

  • Custom role with: Accounting & Cost Tracking / Budgets/EFC -  Full access

To export a project’s budget:

  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 export the budget for

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

  4. On a project’s Budget tracker page, click the Export button

  5. A PDF containing the budget tracker details will automatically open in your computer’s PDF viewer

Dashboard overview showing project details, budget, timecards, and payroll information.

Select a project, then click View budget.

Click the Export button

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