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Assigning Budgets to Projects

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SpringAhead only allows one budget per project. However, if you would like to have more than one budget for a project, a workaround is you could create sub-jobs in SpringAhead, and assign the different budgets to them.

From there, you could invoice these sub-jobs to the same customer by following these instructions:

  • Go to Settings.
  • Click on Projects.
  • Click on the project's name.
  • Within the project, click on the Invoicing tab.
  • In the Project Invoicing section, use the drop-down menu for the Address invoices to field, and select Parent Company. budget_project_1.png

There will now be one invoice for these projects and you can run reports on the different budgets.

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