1. Home
  2. Milestones
  3. Estimates and Budgets

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.
  1. Click the Milestones tab in the top navigation bar
  2. Click the name of the Milestone
  3. Click the Budget tab
  4. Click the New Estimate button to generate a blank Budget
  5. Enter a 1 in the Quantity column and the lump sum amount in the Unit Price column
  6. Click the Publish button to publish the Budget

Note: Learn more about the importance of a Milestone Budget in Join.