Accessing Budget View List (to manage Views)
Updated
Accessing Budget View List (to manage Views)
To manage Budget Views and create custom calculations for the budget:
1) From the Project Navigation Menu click on Budget.
2) Click in the drop down on the Views menu option (next to the Search data entry box on the top line of the budget form)
3) Click Manage Views
If there are Budget Views, they are listed.
There is always one default view. This will be indicated by a Crown symbol in left hand column.
Hovering on a view row, will have a set of menu options displayed for that view; such as Set as Default, Edit or Delete. Alternatively, right clicking on a view also brings up the same set of menu options.
