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Oct 30, 2018 6:11 PM UTC
Solved

Create a project budget

I am using Desktop Pro 2017 and I am trying to create a budget for an upcoming project.  I would like to be able to enter a total cost for each line item for the length of the project.  But, when I go in to create a budget, it only lets me enter monthly amounts.  Is there a way to change the format that I'm not seeing? 

qbteachmt
qbteachmtAnswer
Level 11
Oct 30, 2018 8:23 PM UTC

Use an Estimate. The Project would be on the Customer Center list, and the Estimate spans the lifecycle of the job, and allows you to use items that include P&L and Balance Sheet accounts.

Budgets are limited to Fiscal Years.

16 replies

qbteachmt
qbteachmtAnswer
Level 11
Oct 30, 2018 8:23 PM UTC

Use an Estimate. The Project would be on the Customer Center list, and the Estimate spans the lifecycle of the job, and allows you to use items that include P&L and Balance Sheet accounts.

Budgets are limited to Fiscal Years.

BMWAuthor
Oct 31, 2018 6:39 PM UTC

Excellent!  That is exactly what I needed to find.  Thank you so much for your help! 

Oct 31, 2018 11:23 PM UTC

Hi @BMW.

 

I love seeing when the Community helps each other out. 

 

I'm happy that @qbteachmt's response was able to get that resolved for you.

 

If you have any other questions, don't hesitate to reach out.