- Success Hub
- Milestones
- Estimates and Budgets
Creating a Lump Sum Budget
Learn how to create a lump sum Budget.
Creating a Lump Sum Budget
The easiest way to create a budget in Join is a single line item lump sum number, which can be entered in seconds. This will create a budget line on the Cost Trendline, but it will not show detail on the Estimate graph.
To create a lump sum budget, follow the steps below:
- Click Milestones in the navigation panel
- Click the name of the Milestone
- Click the Budget tab
- Click the Create a new blank Estimate button to generate a blank Budget
- Enter a 1 in the Quantity column and the lump sum amount in the Unit Price column
- Click the Publish button to publish the Budget
Note: Learn more about the importance of a Milestone Budget in Join.