Update project budget settings (PAS)

This help article is related to the Production Accounting Suite (PAS)

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

The Production Accounting Suite (PAS) is permission based

To access PAS features in Wrapbook, your account must have one of the following roles enabled:

• Role: Company Admin, Accountant

• Custom role with: Accounting & Cost Tracking / Budget/EFC - 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 to enable Display cents which prevents rounding to the dollar amount

• 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.