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

1. Navigate to the company's Admin tool.
2. Under "Tool Settings," click Budget. 
3. Select the Budget view you would like to edit.
4. Make desired changes. See Configure and Edit the Budget View. 
5. Click Done to save changes and return to the Budget views index page. 

See Also

Set up a New Budget View

View a Budget View on a Project

Delete a Budget View