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Creating Purchase Orders or Work Orders from the Budget Tab

This article explains how to create purchase orders (POs) or work orders (WOs) directly from the Budget tab using the updated workflow. This process is designed for itemized budget items and supports both using estimate pricing and manually overriding costs when needed.

 

Budget Tab Updates: Materials & Labor Breakdown

The Budget tab now includes restored Materials and Labor columns, providing a clearer and more detailed view of project costs.

These enhancements allow you to:

  • See exactly how much of your budget is allocated to materials vs labor

  • Eliminate guesswork when reviewing project costs

  • Build confidence in financial decision-making

  • Use real-time cost data to improve accuracy on future projects

As actual costs are filled in, the Budget tab updates in real time—helping you adjust estimates, pricing, and expectations as projects progress.

Overview: Purchase Orders & Work Orders

Creating purchase orders or work orders from the Budget tab allows you to:

  • Generate orders directly from itemized budget entries

  • Automatically filter items by vendor

  • Use estimate-based pricing by default

  • Override pricing at the line-item level when vendor costs change

  • Instantly reflect updated costs back into the Budget tab

🔔 Coming soon: The ability to manually enter a total order price, tied to RFQs.

Accessing the Budget Tab

  1. Open your project.

  2. Navigate to the Budget tab from the Project Menu.

  3. Group your budget by vendor for the smoothest workflow.

Creating a Purchase Order or Work Order

  1. Locate the itemized budget item you want to include.

  2. Click the checkbox next to the item.

  3. Select Add new Purchase Order or Add new Work Order.

This opens the order creation modal.

Using the Order Creation Modal

When the modal opens, several fields are automatically configured:

  • Vendor is pre-selected based on the item

  • Order type is automatically determined (materials → PO, labor → WO)

  • Only items associated with the selected vendor are displayed

Selecting Items

  1. Select one or more items from the filtered list.

  2. Review the order details.

  3. Click Save or Save and Send.

Pricing Behavior & Overrides

Estimate-Based Pricing (Default)

  • Line items use estimate pricing by default.

Overriding Line-Item Pricing

If vendor pricing changes:

  1. Click directly into the cost field for the item.

  2. Enter the updated cost.

  3. Click outside the field to apply the change.

  4. Click Save.

What happens next:

  • The overridden price becomes the official order cost

  • The new cost automatically updates in the Budget tab

Display & Visibility Options

You can customize what appears on the order:

  • Item images included on orders

  • Option to hide pricing (ideal for internal orders)

  • Option to hide descriptions

You can also preview the order before saving or sending it.

Sending the Order

Once finalized:

  • Click Save to store the order

  • Click Save and Send to immediately send it to the vendor

Why This Matters

These updates ensure tighter alignment between estimates, budgets, and actual costs by:

  • Providing clearer material vs labor visibility

  • Supporting real-world pricing changes

  • Keeping budgets accurate and up to date

  • Improving confidence in project financials


Summary

The updated Budget tab workflow makes it faster and more accurate to create purchase orders and work orders from itemized budget entries. With automatic vendor filtering, flexible display options, cost overrides, and real-time budget updates, you can confidently manage vendor orders without leaving your project budget.