Planyard central Planyard central
  • Home
  • Getting Started
  • Academy
  • Support
Get Started
Planyard central Planyard central
Get Started
  • Home
  • Getting Started
  • Academy
  • Support
loading
  1. Home
  2. Support articles
  3. Budget management
  4. How to adjust budget visual settings
Updated on June 4, 2025

Support articles

  • Folder icon closed Folder open iconClient Contract & Payment applications
  • Folder icon closed Folder open iconBudget management
    • How to prepare for the cost control meeting (Video)
    • How to view column descriptions in the project budget
    • How to revise budgets and manage discrepancies
    • How to adjust budget visual settings
    • How to export the project budget
    • How to reorder line items in the budget
    • How to view historic cost data for a line item
    • How to add a single line item to the budget
    • How to add a client variation (change order)
    • How to import or update budget line items
    • How to delete a line item or budget category
  • Folder icon closed Folder open iconChange orders (Variations)
    • How to manage client change orders/variations (video)
  • Folder icon closed Folder open iconCompany account settings
    • Billing details
      • How to add your billing details
    • Company-wide features
      • How to allow Planyard to send emails from your domain
      • Approval workflows
      • How to activate the credit notes feature
      • How to set up cost approval workflows
      • How to set up purchase order approval workflows
    • Financial settings
      • How to lock accounting periods
    • Collecting cost documents
      • How to collect cost documents
    • Linked accounts
      • How to manage multiple company accounts in Planyard
      • How to link your Planyard user accounts
  • Folder icon closed Folder open iconIntegrations
    • Xero
      • Xero integration full overview
      • Xero integration video tutorial
      • How to set up the Xero integration
      • What data is synced between Planyard and Xero
      • How to connect chart of accounts in Xero
      • How to use tracking categories from Xero
    • QuickBooks
      • QuickBooks integration full overview
      • How to set up the QuickBooks integration
      • What data is synced between Planyard and QuickBooks
      • How to connect chart of accounts in QuickBooks
    • MYOB
      • How to set up and use the MYOB integration
    • Sage
      • How to set up and use the Sage integration
    • Integration settings
      • How to stop cost from being pushed to your accounting integration
  • Folder icon closed Folder open iconCost estimating & quoting
    • Basic features
      • Introduction to cost estimating (Video tutorial)
      • How to configure company settings for estimating
      • How to give users access to the estimation pipeline
      • How to start a new estimate for a client bid
      • How to add items to your estimate
      • How to add costs to items in your estimate
      • How to apply markup to your estimate
      • How to create a quote from an estimate
      • How to use the estimation pipeline view
    • How to add sales tax to your estimate
    • Advanced tools
      • How to utilize estimation templates
      • How to create and manage estimate versions
      • How to add budget codes to the company account
  • Folder icon closed Folder open iconForecasting
  • Folder icon closed Folder open iconCost management
    • How to register credit notes
    • How to delete a cost in your project
  • Folder icon closed Folder open iconPurchase orders
  • Folder icon closed Folder open iconSales invoices
    • How to process project sales invoices (video tutorial)
  • Folder icon closed Folder open iconSubcontractors payment applications
  • Folder icon closed Folder open iconSubcontractor orders
  • Folder icon closed Folder open iconProject management
    • How to create a new project

How to adjust budget visual settings

Estimated reading: 1 minute

You can customize how the budget is displayed to focus on the most relevant information.

Available visual options:

  • Toggle categories: Collapse or expand all cost categories using the toggle in the top left corner
  • Go to row: Use the search field to quickly jump to a specific line item
  • Visible columns: Choose which columns are shown by checking or unchecking boxes in the column selector
  • Details: Enable or disable extra data like estimated quantity and percentage used per line item

These options help tailor your view for better focus and easier analysis.

Share this Doc

How to adjust budget visual settings

Or copy link

Clipboard Icon
CONTENTS

All Rights Reserved by Planyard