Initial budget

Initial Budget represents the original authorized plan. Create or import it only after the job and required coding dimensions exist.

Checklist

1. Select the correct job and budget period/version when offered.
2. Enter each amount against the intended phase, cost code, WBS code, item, or other required dimension.
3. Confirm units, quantity, rate, and amount relationships where applicable.
4. Validate and reconcile the total to the approved source budget.
5. Use change orders for later scope changes instead of rewriting the baseline.

Imported rows can remain in staging when coding is missing or invalid. Correct the master-data or mapping issue and validate them again.