Right Click Menu Actions

The following actions are available at the Details level of the budget and can be accessed via the right-click menu:

Up to Topsheet Click to navigate directly to the Topsheet level.	Right Click Menu - Details Level
Up to Account Click to navigate to the parent Account associated with this sub-account.
Flag Line Assign a colored flag to help organize and identify lines at a glance.
Cut Cuts the selected item(s) and stores them on the clipboard for pasting.
Copy Copies the selected item(s) and stores them on the clipboard for pasting.
Copy Bracket Path ID Copies the selected line's Bracket Path ID and stores them on the clipboard for pasting.
Paste Pastes the last cut or copied item(s), or a selection from the Clipboard Manager, into the budget.
Add Note This will open the Sidebar to the Notes section and create a new note for the selected line.
Associate Reference Line Associates the selected line's total back to another Account to track associated costs.
Add Line Cap Create a cost limit or Cap for the line. This allows you to define the maximum amount allowed for a particular line item.
Use Data Reference Shows all available Data Reference universals that can be used in the selected column field.
Suppress Line(s) Suppresses or disables a line in the budget without deleting it. Suppressed lines are visually muted and excluded from totals.
Insert New Line Adds a new Line into the budget in the selected location.
Insert Header Row Adds a new Cast, Crew, or Vendor Header Row Group at the selected line. This helps organize the budget into meaningful sections.
Insert Subtotal Adds a subtotal line into the budget at the selected location. This helps organize the budget into meaningful sections.
Insert Divider Adds a divider line to organize the budget into sections.
Create Fringe Range Creates a tax fringe range link for two or more selected lines. Useful for applying fringe calculations across a defined range of rows.
Remove Fringe Range Removes a tax fringe range link from one or more selected lines. This action unlinks any previously applied fringe range grouping.
Delete Line Deletes the selected line or lines from the budget.