---
title: "Project Notebooks: Create a project budget"
description: "# Create a project budget This article explains how to create and manage a project budget in a project notebook. *Prerequisites*: This task requires the user to have administrative access to the Project Notebook. ## Instructions **Step 1**: Navigate to…"
url: "https://mjssoftware.com/docs/create-a-project-budget/"
updated: "2022-10-10"
category: "How-to"
---

# Project Notebooks: Create a project budget

# Create a project budget

This article explains how to create and manage a project budget in a project notebook.

*Prerequisites*: This task requires the user to have administrative access to the Project Notebook.

## Instructions

**Step 1**: Navigate to the **All Project Notebooks**area by clicking the menu item located under the **Project Notebooks** main menu item.

**Step 2**: **Click** a project notebook's title to edit the notebook.

**Step 3**: Be sure the **Budget** section has been turned on in the Choose the options for this project section.

**Step 4**: Add a **Starting Budget** by typing in this particular project's budget.

**Step 5**: Click the **+ Add New** button to create a new budget item.

**Title** - Provide a budget item name.

**Item Description** - Provide details for exactly what this budget item is. Be sure to include information that might be relevant if looking at this much later in the year.

**Budget Type** - Choose the type of budget item. Was this an expense for the project or a source of revenue for the project. The amounts will be added or subtracted from the starting budget number accordingly.

**Item Value** - List the dollar value of the item or revenue.

**Step 5**: Be sure to Save your work by clicking the **Publish/Update** button.

Once saved, the budget items will appear in the [Budget section](https://mjssoftware.com/docs/create-your-first-notebook/) of the Project Notebook. You can edit, delete or duplicate budget items from this section. You may also choose to [display this section on the front-end](https://mjssoftware.com/docs/hide-or-show-notebook-sections-on-front-end/) of your website.

For further help, please contact us at [support@mjssoftware.com](mailto:support@mjssoftware.com).