Update project budget settings (PAS)

Project budgets in Production Accounting are permission based

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

• Role: Company Admin, Accountant

• Custom role with: Accounting settings - Full access

To update a project’s budget settings:

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 update the budget for

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

5. At the top of the dashboard, click the gear icon

In the Edit budget settings popup you can update the following:

• Budget name

• Default location code(s)

• Default production/episode code(s)

• Click the first toggle to Lock Budget. When locked, budget amounts and approved overages, if enabled, will become uneditable.

• Click the second toggle to Enable approved overages. When enabled, an editable Approved overages column will become visible. Budget amounts will become uneditable and a Total Budget column will display the sum of Budget and Approved overage amounts.