Foundations and setup
Configuring project financial settings and budget type
Project settings determine how the Budget starts and which key project participants appear on financial forms.
Project settings determine how the Budget starts and which key project participants appear on financial forms.
Best for: Project and financial administrators · Before you begin: Confirm the intended budget source.
Budget Type options can include:
- Not Selected
- Manual
- Copied from Prime SOV
- Imported from CSV
- Autofill from Prime SOV (Legacy)
Use the legacy autofill option only when the existing project workflow requires it. For new projects, prefer a deliberate copy, import, or manual setup so later Prime SOV changes do not create unexpected assumptions.
When Not Selected is active, budget amounts stay at zero until you choose a setup method. Project people such as the Architect can also appear on the Payment Application cover page, so confirm those records before generating formal billing documents.
Before importing financial lines, confirm the project's coding structure.