Budget Codes

Budget Codes are XTRF client-specific customizations that you choose from when creating a new quote or project. 

To add or edit budget codes, access the Client's Account, click on Main DataSales Data tab, and click on Edit.

Budget codes in XTRF 01

If you need your PM (or Client via the Client Portal) to always select a Budget Code, check the box 'Obligatory when adding Quote / Project' in the Client Account' Sales Data tab.

Add at least one budget code (or contract number) and save the Client Account for changes to take effect.

After you do that, add a new Quote or Project.

The moment you select the Client, an additional field for Budget Codes will appear at the bottom of the page.

Budget codes in XTRF 02

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