How To Use The Suggest Budget Function

Some companies may want to include several people in the process of estimating and suggesting a budget before deciding upon the actual budget. TM Master supports getting two such “suggestions” per budget row, and these suggestions are referred to as “Suggested (Office)” and “Suggested (Unit)”

Users onboard will be able to update the “Suggested (Unit)” and the users in the office will be able to update the “Suggested (Office)”, in addition to the suggested figures users can also add a comment, by double clicking the budget row. (One comment for the office user and one for the unit users.)

Once the suggested figures have been added, it is possible to “lock” the fields individually, stopping further editing. More details on locking figures is described in the chapter: “How to lock budget figures?”

Any of the “Suggested” budget values can be transferred to the “Budget” field. More details on transferring is described “How to transfer suggested budget figures to the budget column?”