View the Budget Grid

Budgets enable you to further breakdown the costs associated with a change order.

The Budget grid displays cost types and estimates from your job phases set in Vista. Data in the Budget grid is transferred from the JC Job Phases form.

Note: The Budget feature is not available for Spectrum users at this time.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Select Project Financials > Budget.
The Budget grid displays.