Edit an Existing Budget View
Objective
To edit an exist budget view.
Things to Consider
- Required User Permission: 'Admin' on the company's Admin tool.
Steps
- Navigate to the company's Admin tool.
- Under "Tool Settings," click Budget.
- Select the Budget view you would like to edit.
- Make desired changes. See Configure and Edit the Budget View.
- Click Done to save changes and return to the Budget views index page.