Financial ControlUpdated Jun 01, 2026

Budget

Set up the project budget by cost code, track the original budget against approved changes and forecasts, and read the live budget snapshot.

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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

01

Open the Budget tool

From the project, go to Financial Control → Budget. A new project starts from an empty or imported budget.
02

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.
03

Lock the original budget

Once reviewed, publish a budget version. This snapshots the original budget so later changes are tracked against a fixed baseline.
04

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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