Effective budget management is crucial for project success. Follow these steps to create budgets and sub-budgets in Mastt.
How to Create a Budget
- Navigate to the Cost Module using the Hamburger Button and selecting Cost.
- Click on the Budgets dropdown and select Budgets to access the Budget Register.
- Click on + Add Budget.
- Enter the Budget Name, the Original Budget amount, and select the Status. If you would like to add additional Budgets, click on the + Add Budget button.
- To assign a Tag to your Budget, you may designate one tag per Budget.
- If you have added a Budget by mistake, click on the Trash icon to delete the Budget.
- Once you have added your Budgets, click on Save.
How to Create Sub-Budgets
- Navigate to the Cost Module using the Hamburger Button and selecting Cost.
- Click on the Budgets dropdown and select Budgets to access the Budget Register.
- Find the Budget you want to add Sub-Budgets to, click on the relevant Actions button and click Add and Edit Sub Budgets.
- Enter the Budget Name, the Original Budget amount, and select the Status. If you would like to add additional Sub-Budgets, click on the + Add Budget button.
- To assign a Tag to your Sub-Budget, you may designate one tag per Budget.
- If you have added a Sub-Budget by mistake, click on the Trash icon to delete the Budget.
- Once you have added your Sub-Budgets, click on Save.
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