Login & Navigation

rBudget Login URL

https://rbudget.rsquaredcre.com/Budget/login.aspx

Log in

Upon implementation, rBudget users are given a User Name (most often their full email address) and a temporary Password. After logging in for the first time, users are then prompted to change their password.

Alert: Incorrectly entering a password five times results in being locked out of the application. Please contact your Organization Administer ("super-user") for further assistance.

Dashboard

After logging in and selecting an organization, Users are then directed to the Dashboard.

Client Administration 

The highest level of the system hierarchy is the Client Administration. To access the client level of the system, choose the desired client from the list in the top left portion of the screen.

Budget Administration

Within each client are separate budgets. To access the budgets within a specific Client, choose the desired Client from the drop-down field in the Budget Administration section in the bottom left portion of the screen and a list of associated Budgets will appear.

Budget Rent Roll

The middle portion of the dashboard lists links to the buildings within a User's default budget. Clicking a link from the list will transport the User to the Expense tab for that building.

Pipeline Rent Roll

The right portion of the dashboard is an optional component available only to organizations who subscribe to the module.

Quick Search By

Building or Pipeline

Dashboard 

Appears when in another section to provide a way back.

Reports 

The application's Reports section.

Admin 

Access to the Organization Administration.

Preferences 

Opens a window where users can set and edit default values that are used as filters in other screens.

Logoff

Please click the "Logoff" button. Not clicking Logoff may cause issues with your next login.

Breadcrumb List

The Breadcrumb List, located at the top of every page/grid, is a modern convention of web-based software by which Users can see the hierarchy of levels where the currently displayed page resides. Users can progress upwards in a hierarchy by clicking on a hyperlink at the Client, Budget and Building levels.

Calculated: Yes/No

• Only for Budget Type = LTF
• Read more: Calc (LTF)

Tree View & Sliding Panes

• Budgets - Text search box and quick links to User's assigned Budgets
• Buildings - Text search box and quick links to User's assigned Buildings within the current Budget
• Reports - Quick Pick Financial & Leasing Reports
• Help - Links to our Knowledge Base and support ticket submission