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: Budgets/EFC - Full access, View only
To export 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 export the budget for
In the project dashboard’s Budget overview, click View budget
On a project’s Budget tracker page, click the Export button
A PDF containing the budget tracker details will automatically open in your computer’s PDF viewer
Select a project, then click View budget.
Click the Export button