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PreciousB
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Thanks for visiting the Community, donnagrail.

 

We have an option to specify whether to split the budget by ClassCustomer/Project, or Location, then choose what class, customer, or location to add to the budget.

 

Here's how:

  1. Select the Gear icon.
  2. Choose Budgeting.image.png
  3. Click the Add budget button.image.png
  4. Enter a budget name.
  5. Select Customer under Subdivide by drop-down.
  6. Under Add subdivided budget for drop-down, select the projects you want.
  7. Click Next.image.png
  8. Enter the needed details.
  9. Click Save.

image.png

 

This article will provide you more insights about creating a budget: How to create, edit, and manage budgets.

 

That should do it.

 

Let me know how that works. I'd be delighted to answer other questions should you have any. I'm cheering you to continued prosperity.

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