Set up rooms and room budgets

Rooms group the FF&E schedule. Giving each room a budget shows how much of the project budget is still unallocated.

Before you start

• You need permission to edit projects.

Steps

1. Open the project and click Settings, then Rooms.
2. Click Add room. A row called "New Room" appears.
3. Click the room name and type a new one. Click the budget and enter an amount.
4. Click away from the field. Each field saves on its own.
5. To remove a room, click the bin (Delete room), then Delete.

What happens next

• Budget allocation shows the Project budget, Allocated to rooms and Remaining (or Over budget).
• New names show on the Procurement tab straight away.
• If you delete a room, its FF&E items are kept but no longer belong to a room.

Good to know

• Room budgets use the project's currency.
• If a budget is not a valid number, the field turns red and is not saved.