10/23/24, 3:25 PM

Budget Bytes – Revert to a previous budget version

Sometimes the last round of edits needs to come out. Robert shows how to open a budget’s history in the Property Viewer and view or revert to an earlier version.

Find more short how-to videos on the Budget Bytes page.

Budget Bytes, Versioning

Budget Bytes title card: “Budget input shortcut,” with Robert from Kardin.

Typing the same figure into twelve months is a slow way to fill a budget row. Robert shows the...

Budget Bytes title card: “Quick reports inside the Portal,” with Robert from Kardin.

Opening a budget file just to look at one report uses a seat and takes several clicks. Robert shows...

Budget Bytes title card: “Compare budget to historical data,” with Robert from Kardin.

A budget number is easier to defend when you can see what the account did in past years. Robert...

Budget Bytes – Revert to a previous budget version

Sometimes the last round of edits needs to come out. Robert shows how to open a budget’s history in the Property Viewer and view or revert to an earlier version.

Related posts

Budget Bytes – Budget input shortcut

Budget Bytes – Quick reports: View reports without leaving the Portal

Budget Bytes – Compare budget input to historical data