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                                                                                • keyboard_arrow_right Budgets
                                                                                • keyboard_arrow_right Working with Budgets

                                                                                Approving Budgets

                                                                                Approving Budgets

                                                                                When a client approves a budget, you will need to mark as approved in DesignSmart.

                                                                                You can do this by going to the Project Details View > Budgets. 

                                                                                 

                                                                                To approve the budget listed in the Budgets Created chart, you'll need to click into the Status field and select the status Approved. Once approved, all budgets will show their approval status highlighted in green. At the bottom of the chart, you will also see the total of all approved budgets. 

                                                                                Important Notes

                                                                                1. Once a budget is approved, the items on that budget cannot be deleted or set to Exclude.
                                                                                2. If you have subcharges set up for the project, they will appear on the Item Detail view as normal.
                                                                                   
                                                                                 

                                                                                 

                                                                                 

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