Manage Custom Budget Data Set

• Navigate to the Custom Budget Data Set section through the Company Profile page by opening the Project Focus HQ tool.
• Login using your Username and Password and click the Log-in button.
• Once logged in you will reach the Company’s Homepage, select the Company from the drop-down list and beside the Company name click the pencil icon.

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.