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Below are steps to show you how to:


Step-by-step guide

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Status Budget CE
Status Budget CE
Set up user rights to enable the Budget CE option.

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  1. Navigate to the Job Bag that you want to add a Budget CE to.

  2. Create the CE and add line items by clicking the Add Lines button.



  3. Once all Work Types have been added, click the Status drop down and select Budget from the list.



    Info
    The user with sufficient user rights will be able to create Purchase Orders and Supplier Invoices against line items on this CE. Please note that you will not be able to create an Invoice from this CE.


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