Work with the budget list

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

Information rules in the budget list

Features in the context menu

The context menu provides you with almost all basic features that are also on the InLoox PM Web App Ribbon, such as New Actual Expense, New Planned Expense, New Actual Revenue, New Planned Revenue, Edit Budget, Delete Budget, Generate Actual Revenue and Choose Fields. It has also such features as Expand and Collapse All Groups, Status, where you can define whether the budget is Approved, Rejected or Open. Right-click in the budget list to open the context menu.

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