4 days ago
CBS (Budget Code) as a Form Widget
Forms can now include a Budget Code (Cost Breakdown Structure, or CBS) field, so budget information is captured at the moment the work is recorded.
- Search Budget Codes by Code or Name
- Only Budget Codes from the Project's Budget are shown
- When a Form is converted to a Quote, the selected Budget Code can carry over to the Quote Item
Forms link directly to the Project Budget, which keeps data consistent from the start.
⚒️ Activation required by Archdesk Administrator.