1. Manage Custom Budget Data Set

  • To manage Custom Budget Data Set in the Company Profile Settings, open the FOCUS™ platform using this link: https://app.projectfocushq.com/accounts/login/.
  • Login using your ‘Username’ and ‘Password’ and click the ‘Log-in’ button.
  • Once logged in you will reach the Company’s Homepage. Go to the Top Navigation, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below. Once done, you will reach the Company Profile. 


Note: Only Users with access to the Company Profile can edit this page.



1. In the Company Profile page, proceed to the Custom Budget Data Set section. You will then see the Custom Budget Data Set. Click the Custom Budget Data Set link to open the details page.


2. In the Edit Custom Budget Data Set page, you can input the name of the Custom Budget Data Set field.


3. You can click the toggle ON button if you want the Custom Budget Data Set field to be displayed in the Budget module.

 

4. After making the changes, click the Update button.


5. The changes in the Custom Budget Data Set are successfully reflected. 


6. Go to the Budget module, and check if the edited name of the Custom Budget Data Set field is displayed.