Invoices and operations
Build a project budget and set the approved baseline
Enable budget access, create valid lines, and establish a controlled baseline for variance reporting. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Budget Admin, Estimate Admin/read-only viewer where allowed, company admin.
- Budgets enabled
- Budget Admin/company-admin to create
- eligible read permission to view
- customer/project and valid line data.
Company Settings → Features → Budgets; Sales → Budgets (#/budgets) → new/edit; project → Budgets
Build a project budget and set the approved baseline
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Open the workspace
In JobBuddy, go to Company Settings → Features → Budgets; Sales → Budgets (#/budgets) → new/edit; project → Budgets.
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Confirm access and starting state
Budgets enabled; Budget Admin/company-admin to create; eligible read permission to view; customer/project and valid line data.
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Complete the main setup
Review role/module gate, draft creation, customer/project, quantities/formulas, view/PDF options, estimate import/comparison, totals, approval baseline, Approved versus Locked, archive, and why read-only users cannot create.
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Verify the result
Enable budget access, create valid lines, and establish a controlled baseline for variance reporting.
Expected result: Enable budget access, create valid lines, and establish a controlled baseline for variance reporting.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Budgets enabled; Budget Admin/company-admin to create; eligible read permission to view; customer/project and valid line data.
The result is incomplete or unexpected.
Module state, manage/read-only permissions, customer/project selection, line formulas, estimates, approval, lock, archive, and downstream payments create a controlled financial lifecycle.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Enable budget access, create valid lines, and establish a controlled baseline for variance reporting.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.