Projects settings
Choose whether project budgets are one amount a stage or detailed lines, and set a notice period for variations.
Go to Settings, Projects. It is there on the trial and on the Connected and Unlimited plans, which include projects.
Budgets
Detailed budgets decides what a project's budget shows unless the project chooses for itself:
- Off (the default): each stage is one amount, such as "Rough-in: $8,400". That suits most smaller jobs.
- On: each stage has lines with a cost and a sell, from your price list or typed in.
It saves straight away. Turning it off later only hides the lines; nothing is deleted.
A project can choose for itself: press Edit on the project and pick an option under Budgets.
Variations
Many subcontracts want written notice of a variation within a set number of days of being told to do the work. Type that number in Notice period (days) and press Save notice period. Variations raised later than that, or still not sent by then, are flagged. Leave it empty for none. A project can set its own. See Variations.