You can now easily update your budget snapshot details without the need to delete and recreate them. With the new Edit feature, project managers can modify the name, description, and type of any existing budget snapshot directly from the web platform. This enhancement is especially valuable for customers who want to convert Ad Hoc snapshots to Project Status Snapshots—no API required. By streamlining the editing process, this update saves time and reduces errors, giving you greater flexibility and control over your financial records. Please note, editing is limited to the name, description, and type; status, view, created date, and author remain unchanged.
