Work with the budget positions list


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In the project, in the Start tab, in the Section group, click Budgets  to open the Budgets page. On this page, in the Edit tab you will find the following features of the budget positions list:

Context Menu Budget Positions List

Information rules in the budget positions list

Features in the context menu

The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon, such as New Budget Position, Edit Position, Delete Position, Generate Actual Revenue, Copy and Paste, Expand and Collapse All Groups, Move Up and Down. It has also such feature as Status, where you can define whether the budget is Not billed, Billed or Note billable. Right-click in the budget positions list to open the context menu.

Keyboard shortcut

You have no read permissions, if the lock icon is displayed in the list. In this case no item will be displayed.