How do I add a new budget thread to my project?

Unlike other construction project management software offerings, Projectmates allows you to have more than one budget in a project. For example, if there is a special project you are planning within a project, with its own budget that you want to keep track of, you can create a new budget thread to manage it separate from the main project budget. 

To add a new Budget thread:

1. Go to My Projects and select the project you wish to update.
2. From inside the project, click the red gear icon on the right-hand side of the page to open Project Admin Settings. 

   Helpful Hint: If you don't see the red gear icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

3. Under" "Cost Tracking", click Budget.
4. Click + Thread in the top-right corner.
5. Enter the Thread Descriptionfield. 

   Helpful Hint: This will be the name that appears on the left-hand menu to access the new budget thread.

6. Scroll down to assign access rights for applicable user role(s) under Manage Access Rights.
7. Click Save in the top-right corner to finalize the changes.
8. Refresh the browser page to see the new budget menu displayed on the left-hand side within the Budget module.