Viewing a project budget is permission based
To view 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 and import
To view the details of a 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 project’s Budget tracker page, click on the ACCT section
On the budget section page, click on an ACCT line number to see the details
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
To update a section of the budget:
On the project’s Budget tracker page, click the three dots next to the budget section that you want to update
Click Edit section
Click the boxes to update the amounts
Select a project, then click View budget.
Click on an ACCT section
To drill down further, click on an ACCT number
Click the three dots, and then click Edit section
Click to enter updates, click Save changes when you’re done