Create a New Budget View

Budget Views in Buildend allow you to customize how your project budgets are displayed, including which columns are shown and how costs are grouped. Follow the steps below to create a new budget view:

Step 1: Create the Budget View

  • Click on your Profile Avatar in the top right corner.
  • Select Settings from the dropdown menu.
  • In the left-hand navigation, click on Budget Views.
  • You will see a list of existing budget views in the system.
  • Click + Create Budget View.

Step 2: Configure the View

  • Enter a Name for your new budget view.

    Choose the Default Grouping:

    • Select Job, Cost Type, or Code Code
  • Select the Columns you want to display in the view (e.g., Original Budget, Committed Cost, Forecast, etc.).
  • Click Submit to save the new budget view.

Step 3: Apply the Budget View to a Project

  • Navigate to a Project.
  • Go to the Budget Manager.
  • In the Budget View dropdown, select the view you just created.

Your customized budget view is now active and can be used across projects for consistent reporting and tracking.