Summary: Create individual budget documents for each item in your project, enabling detailed tracking and allocation management at the item level.
Per-item budget documents break down budget allocations at the individual item level, providing granular visibility into resource allocation and spending patterns.
Access Financial Reports, select Budget Documents, and choose the Per-Item option. Select your project and items, configure the output format, and generate the documents.
Store generated documents in your project library for easy access. Use version control to track budget document revisions and maintain an audit trail of budget changes.
Q: Can I customize the document format?
A: Yes, templates are available to customize document layout, headers, and content sections.
Q: How do I compare budgets across items?
A: Use the comparison view to display multiple item budgets side-by-side for analysis.
Q: What formats are supported for export?
A: Documents can be exported as PDF, Excel, or Word formats for distribution and presentation.