Purpose
This page provides quick access to two videos that introduce users to budgeting within our platform. These videos are designed to complement our knowledge articles by offering a visual walkthrough of key budgeting workflows and concepts.
Whether you're new to budgeting tools or looking for a refresher, these videos will help you navigate features and solve common issues more efficiently.
Video 1: Everyday Budget Workflows
This video focuses on the most commonly used budgeting workflows and serves as a go-to resource to handle standard budgeting tasks with confidence.
What You'll Learn:
How to identify and change budget line item types
Editing and adjusting line item amounts using the Current Adjustment column
Understanding key budget columns like Draw Funded to Date and Construction %
How to manage retainage, including setup and adjustments
Video 2: Advanced Budget Features
This video is ideal for users looking to deepen their understanding of complex or specialized budgeting functions.
What You'll Learn:
How to configure and manage equity disbursement rules
How to use the Transfer Amt. column to move funds between sources
Understanding and tracking Deposits Outstanding
How to view and edit Maturity Dates and Loan Numbers, and how they affect draws