Budgeting
You can see every budget in the project, switch between them, and read what the list is telling you about each one.
A project can hold several budgets — versions, variants, a comparison against an earlier approval. The budget dropdown at the top left switches between them; **Manage Budgets** opens the full list, a dialog titled **Budgets Manager**.
The padlock is worth noticing: a budget linked to a Cost Control set is locked, so it can be read but not edited until you copy it.
| Column | Reading | | ------------ | -------------------------------------------------------------------------------------------- | | **Name** | The budget's name. Editable here | | **Comment** | Free text — the place to say what distinguishes this one from its siblings | | **Creator** | Who made it | | **Shared** | Whether it is shared, and how | | **Server** | Whether the budget is synchronised, and what state that sync is in | | **Modified** | When it last changed, and by whom. The list sorts by this by default | | **Related** | Which other modules have datasets linked to this budget — cash flow, financing, cost control |
**Related** is the column to check before deleting anything — a budget listed there is one a cash-flow plan or cost-control set is calculating from.
Pick a budget from the dropdown. The window swaps to it; nothing about the one you left is changed.
**+ Budget** creates one; **Update All** refreshes every synchronised budget in the list at once.
The list is only as useful as the names in it. *Budget (copy) (copy)* tells you nothing six weeks later. Name a budget after what makes it different — *Approved 15-03*, *Without second unit* — and use the comment for the sentence that will not fit in the name.
[Duplicate a budget for comparison](/kb/article/duplicate-a-budget-for-comparison) — how a second budget usually comes to exist.
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