Populating Budget Matrix 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.

Step 1:

• You can do that by going into edit mode of the property budget matrix:

Step 2:

• 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: