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Budget settings

Budget Settings
This is where you will configure the Accounts to use the (licensed) Budget module, as well as create Custom Fields and configure the Auto Assignment Steps. Please see the separate Budgeting manual for further details on the setup. 

Add Budget Rates To Rate Card (Default) 
Select the default option to be applied if rates are manually modified in the Active Budget. "Always" will add the new rates to the Project Rate Card without a warning; "Ask" will first ask you; and "Never" will not add the new rates to the Project Rate Card. The setting can then be overridden per Project. See further details in the Budgeting manual. 

Add Budget Discounts To Actuals (Default) 
Enable this option if discounts added to the Active Budget should also be applied to Actuals attached to them. The setting can then be overridden per Project. See further details in the Budgeting manual.


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