Configuring Custom Fields: Budget & Resource Management

Bec Lee
Customer Education Manager
Admin
5:50

In this video, I will be discussing a custom field option offered in Cascade for budget and resource management. I will show you how to set up this field and assign it to goals. This powerful function allows you to visually track budget allocation versus spending and forecast. I will guide you through the process of creating a custom field template, adding fields to the template, and assigning the template to a plan. By the end of the video, you will have a clear understanding of how to use this custom field option in Cascade.

Transcription

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