Update Budget Items from Documents

Seamlessly update budget items directly from your documents! Gone are the days of manually adjusting cost items - now you can apply changes with just a few clicks. Whether you need to update individual items or make bulk adjustments, click view/edit item details on the document, select your items, then click the new “Review and update cost items in budget” button. Plus, tailor your updates to fit your needs by selecting which details to modify, from names and descriptions to quantities and costs. Leverage this new update to easily transfer submitted bid costs, make quick updates before sending a proposal, and more!