View and update a project budget

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.

View a project budget in Cost tracking

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: Accounting & Cost Tracking / Budgets/EFC -  Full access, View and import, View only

To view the details of a 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 see the budget for

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

4. On the project’s Budget tracker page, click on the ACCT section

5. On the budget section page, click on an ACCT line number to see the details

Update a project budget in Cost tracking

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: Accounting & Cost Tracking / Budgets/EFC -  Full access

To update a section of the budget:

1. On the project’s Budget tracker page, click the three dots next to the budget section that you want to update

2. Click Edit section

3. Click the boxes to update the amounts