Budget Actions

Welcome to your go-to guide for managing budgets in Weissr Capex! Here, you'll find everything you need to know about handling specific budgets, from creation to deletion. Whether you're setting up a new budget, renaming an existing one, or navigating the budget approval process, we've got you covered.

What You Can Do with a Budget

In this section, we'll walk you through the following actions:

• How to create a budget: Learn the step-by-step process to set up a new budget from scratch.

• How to duplicate a budget Find out how to quickly replicate an existing budget for similar projects or scenarios.

• How to rename a budget: Change the name of your budget to keep things organized and up-to-date.

• How to approve a budget: Understand the steps and requirements for getting your budget approved.

• How to unapprove a budget: Learn how to revoke approval if changes or corrections are needed.

• How to delete a budget: Permanently remove a budget that is no longer needed.