Populating Budget Matrix Values

Why is my budget matrix not populating values?

The Budget Matrix feature is used as a real time budgeting tool that will update itself as inspections are performed and service work is authorized and completed through the service module. You will need to set the budgets (emergency, remedial, replacement) for each section for the totals to populate on the master budget matrix. You can do that by going into edit mode of the property budget matrix:

Once your budgets are set and updated, the values will reflect inside of the master budget matrix within the company level of the client portal:


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