Plan the work. Track the cost.

Expenses: a tech records the expense and attaches a receipt. Approval alone does not add a budget cost. A budget manager must explicitly post the project splits to budget lines. A general expense with no project stays outside project budgets.

Labor: recording hours does not post a cost. Approved labor must be posted through its labor workflow.

Commitments: track agreed obligations, such as a subcontract. Linked invoices become posted costs. Include the outstanding balance within the remaining forecast so it is counted once.

After manual cost, expense or labor posting, review and update the remaining forecast yourself. Posting a linked commitment invoice reduces an existing remaining forecast by the invoice amount; reversing it restores that amount. An unknown forecast stays unknown.

A blank remaining forecast means the cost still to come has not been estimated. Enter 0 only when no cost remains. Every active line needs a forecast, including lines with no further work.

A forecast below outstanding commitments is incomplete. Profit also needs contract revenue; a margin with zero revenue is undefined. Missing information never means the project is healthy.

Lock baseline: saves the plan and opens cost tracking. Baseline edits require an authorized unlock with a reason; unlocking pauses cost posting and forecast changes. Earlier baseline revisions remain in history.

Close budget: pauses financial editing. An authorized reopen resumes work. Closing alone does not confirm completeness or freeze a final financial result.

Finalize financial closeout: requires a locked baseline, resolved outstanding records, zero remaining forecasts, explicit final revenue and confirmation that all costs are recorded. It saves an immutable final revision. You can finalize directly from a locked budget; ordinary closing is not a prerequisite.

Reopening a financial closeout preserves its prior snapshot. Corrections can then lead to a new final revision.

On a phone: budgets are currently view-only. Use a tablet or computer for budget changes. You can still capture receipts and expenses from the Expenses page.

Financial access: viewing a project does not automatically allow budget editing. Some actions need additional financial permissions. Plan or feature availability can also make existing records read-only.

Budget stage: edit baseline lines while the budget is a draft; post costs and update forecasts after locking. A closed or financially finalized budget must be reopened through the appropriate action before changes.

A newer save: if another change conflicts with your draft, refresh and review the current values before retrying.

Edit line allowances while the budget is a draft. After locking, an authorized manager can unlock with a reason to correct the original plan; previous baseline revisions stay in history. Use change orders for approved scope changes.

Posted costs are retained in history. Correct a manual entry with a linked reversal and, if needed, a replacement. Correct expense, labor and commitment postings through their source workflow to keep related records in sync.