Budget
Set up the project budget by cost code, track the original budget against approved changes and forecasts, and read the live budget snapshot.
Updated June 1, 2026Who this is for:
Open in SyntectonProject Manager
Accountant
Project Admin
The Budget is the financial backbone of the project. Every cost code carries an original budget amount, and Syntecton tracks approved changes, forecasts, and committed/actual costs against it so you always see a current projected final cost.
Build the budget
1
Open the Budget tool
From the project, go to Financial Control → Budget. A new project starts from an empty or imported budget.
2
Add budget lines
Add a line per cost code with its original budget amount. You can enter lines manually or import them from preconstruction / a spreadsheet.
3
Lock the original budget
Once reviewed, publish a budget version. This snapshots the original budget so later changes are tracked against a fixed baseline.
4
Read the columns
The budget view rolls up:
- Original Budget — the locked baseline.
- Approved Changes — posted budget changes and change orders.
- Revised Budget — original + approved changes.
- Committed / Actual — from contracts and invoices.
- Forecast / Projected Final — your current estimate at completion.
Versions & forecasts
Each published version is retained, so you can compare the budget over time. Forecasts let you project the final cost per line without changing the approved budget.
Troubleshooting
A line won’t accept a change
The cost code may be locked by a closed fiscal period — ask your Accountant to reopen it.
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