Budget

Learn how to create and manage budgets, contracts, and budget payment applications.

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About this course

Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!

Welcome to Budget!

In this course, we’ll go over how to create and work with budgets, contracts, and payment applications. We'll review everything from setting up budget codes to importing budgets and contracts. We'll also learn to visualize data, make edits, search, filter, and customize the budget. By completing this course, you will feel more confident managing the budget and contracts on your project. 

Who should take this course?

This course is designed for project team members who will manage the budget, contracts, and payment applications within Cost Management.

We’ll cover:

  • Setting up and editing our budget
  • Creating contracts, schedule of values, and billing periods
  • Updating and managing payment applications

Curriculum62 min

  • Introduction to "Budget" 2 min
  • Set Up
  • Customizing Budget Code Segments 2 min
  • Adding Segment Code Master Lists 3 min
  • Editing Segment Code Master Lists 1 min
  • Managing Budget Overview Columns 2 min
  • Adding "If Statements" to Budget Overview Columns 3 min
  • Creating Document Templates for "Budget" 2 min
  • Creating Approval Workflows for Budget Payment Applications 4 min
  • Configuring Main Contract Types, Dates, and Default Emails 1 min
  • Configuring Custom Attributes for "Budget" 2 min
  • Configuring Additional "Budget" Settings 1 min
  • Variables in Cost Management 2 min
  • Budget
  • Importing a Budget 3 min
  • Adding and Editing Budget Items Manually 2 min
  • Navigating Default Budget View 3 min
  • Main Contract
  • Creating Main Contracts 2 min
  • Creating a Main Contract Schedule of Values 2 min
  • Importing a Main Contract Schedule of Values 3 min
  • Creating Billing Periods 2 min
  • Adding, Editing, and Exporting Items in Main Contract "Edit Mode" 2 min
  • Navigating Main Contract Details 4 min
  • Budget Payment Applications
  • Creating Budget Payment Applications 1 min
  • Navigating Budget Payment Application Details 3 min
  • Updating and Managing Budget Payment Applications 2 min
  • Collaborating on Budget Payment Applications 3 min
  • Document Packages
  • Generating and Uploading Documents in "Budget" 3 min
  • Check Your Understanding
  • Knowledge Check
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

About this course

Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!

Welcome to Budget!

In this course, we’ll go over how to create and work with budgets, contracts, and payment applications. We'll review everything from setting up budget codes to importing budgets and contracts. We'll also learn to visualize data, make edits, search, filter, and customize the budget. By completing this course, you will feel more confident managing the budget and contracts on your project. 

Who should take this course?

This course is designed for project team members who will manage the budget, contracts, and payment applications within Cost Management.

We’ll cover:

  • Setting up and editing our budget
  • Creating contracts, schedule of values, and billing periods
  • Updating and managing payment applications

Curriculum62 min

  • Introduction to "Budget" 2 min
  • Set Up
  • Customizing Budget Code Segments 2 min
  • Adding Segment Code Master Lists 3 min
  • Editing Segment Code Master Lists 1 min
  • Managing Budget Overview Columns 2 min
  • Adding "If Statements" to Budget Overview Columns 3 min
  • Creating Document Templates for "Budget" 2 min
  • Creating Approval Workflows for Budget Payment Applications 4 min
  • Configuring Main Contract Types, Dates, and Default Emails 1 min
  • Configuring Custom Attributes for "Budget" 2 min
  • Configuring Additional "Budget" Settings 1 min
  • Variables in Cost Management 2 min
  • Budget
  • Importing a Budget 3 min
  • Adding and Editing Budget Items Manually 2 min
  • Navigating Default Budget View 3 min
  • Main Contract
  • Creating Main Contracts 2 min
  • Creating a Main Contract Schedule of Values 2 min
  • Importing a Main Contract Schedule of Values 3 min
  • Creating Billing Periods 2 min
  • Adding, Editing, and Exporting Items in Main Contract "Edit Mode" 2 min
  • Navigating Main Contract Details 4 min
  • Budget Payment Applications
  • Creating Budget Payment Applications 1 min
  • Navigating Budget Payment Application Details 3 min
  • Updating and Managing Budget Payment Applications 2 min
  • Collaborating on Budget Payment Applications 3 min
  • Document Packages
  • Generating and Uploading Documents in "Budget" 3 min
  • Check Your Understanding
  • Knowledge Check
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

Welcome to Autodesk Construction Cloud Learning Center!

Welcome to the new Autodesk Construction Cloud™ Learning Center! If you previously took courses on Learn BIM 360, your courses can be found in the BIM 360 tile on the Courses page. We hope you enjoy exploring our new content for all of our Autodesk Construction Cloud™ products.

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