Overview
When setting up the Company Admin tool's budget and forecasting views for assignment to project budgets, a user with 'Admin' level permission on the Admin tool can add a Notes column to the budget and forecast line item tables. This enriches your team's experience by providing essential information about specific line items, improving their understanding and decision-making.
Recognizing that numbers alone often fail to tell the full story, this functionality eliminates the need for inefficient external workarounds like exporting and annotating budget data. Integrating Notes directly into budget and forecasting views empowers your team to clarify context, explain variances, and ensure comprehensive stakeholder understanding of budget decisions.
