Jun. 23, 2023

Improved Budget Functionality

The latest updates to the JobTread budget tool are designed to revolutionize the way you manage your finances. This update introduces a range of new features and improvements, empowering you with greater flexibility, efficiency, and control. Explore the exciting new features:

View custom fields in the budget: View and update cost item custom fields directly in your budget to track order status, preferred vendors, responsible parties, item follow-up, material condition, and more.

In-line edit custom fields: In-line edit and update custom fields directly on budget view.

New group and filter options: Filter cost items by cost type and custom fields and now you can group by allowance or simply view cost items as a flat list.

Search your budget: Use the new search tool to quickly find cost items and cost groups within your budget.

Undo and redo unsaved changes: The new undo and redo buttons allow you to revert or redo changes made to your budget before you save changes.

Better keyboard navigation: Seamlessly navigate through different rows and columns, input data, and interact with custom fields using keyboard shortcuts.