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Edit Current Estimates to update the existing budget.
Create New Estimates to start a new version of the budget.
- Edit budget
Estimate Methods
There are two budgeting methods:
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Revenue tab: Shows estimated income based on selected analysis parameters like item, task, or department. These parameters can be customized in user settings.
Costs tab: Displays estimated expenses using similar analysis parameters.
Estimates by Period tab: Available This tab is available if time-based planning is enabled. It splits revenue and cost estimates across specific project periods, helping track budgets over time.
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