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 Data > Sales Data tab, and click on Edit.

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.