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Jobs: group budgets by production

A job holds every budget for one production: the bid, the award, the revisions and the final.

Budgets group under their job on your budgets list. A budget without a job is normal and sits under Not in a job.

  • New job: start one from the budgets list, before its first budget exists, or choose Start a new job… when creating a budget.
  • Move a budget: its row menu → Move to job….
  • Edit: a job's menu → Edit job details… to rename it or correct its client, number and agency.
  • Archive: a job's menu → Archive job when the production is over. Its budgets are untouched and move to Not in a job.

Members can see jobs; only admins create, rename or archive them.

Not what you were looking for? Write to hello@actualsbudget.com.