4. Record budget expenditures
Material usage records help your team keep approved usage connected to the correct Budget Code. Use Budget Codes and approved Budget Requests to monitor how much material has been used against the available quantity.
You can review Budget Code usage from Projects > a project > Budget.
In this article
- How material usage is recorded
- View Budget Code details
- Review request history
- When usage affects budget status
How material usage is recorded
Material usage is tracked through Budget Codes and Budget Requests.
Each Budget Code has a total quantity and unit. When Budget Requests are approved, GoBuid uses the approved quantities to show how much of the Budget Code has been used.
View Budget Code details
- Open Projects.
- Select a project.
- Open the Budget tab.
- Select a Budget Code.
- Review the Budget Code detail panel.
The detail panel can show information such as History, Details, Report, and Requests.
Review request history
The Budget Code history helps the team understand what changed and when. It can include request activity, quantity changes, edits, approvals, and other Budget Code updates.
Use the history when you need to check how a Budget Code reached its current usage status.
When usage affects budget status
As approved quantities are recorded, GoBuid updates the Budget Code status:
- Green: 0-80%
- Yellow: 81-100%
- Red: over 100%
When a Budget Code reaches Yellow or Red status, GoBuid sends a notification to the Manager.
Mobile App
Web App