Matidor Webinar Series: Budgets | How To Build Budgets, Track Costs, And Use Deltek Integration

Learn how to set up project budgets and track real world spending in Matidor in this live Matidor Webinar Series session focused on budgets. This walkthrough covers everything from new multi project creation, to default and integrated budgets, to exporting detailed cost reports your finance team will love.

In this webinar, you will see how to:

Create multiple projects at once and apply templates for faster setup
Build default budgets using cost codes so totals are calculated automatically
Add and manage cost tickets, choose the right budget and cost code, and keep running totals up to date
Export summary budget reports and detailed cost exports, including vendors, invoices, and notes
Customize table views with filters and columns so project managers see the budget and cost data that matters most
Connect Matidor to Deltek so internal budgets sync into Matidor, stay updated nightly, and can be refreshed on demand

Matidor brings location based project tracking together with powerful budgeting and cost tools so field and finance teams stay aligned on every project. Watch this budgets webinar to see practical examples, reporting tips, and how accounting integrations make your numbers always current.

Start managing budgets and costs in Matidor today. To learn more click here request a personalized demo.

Transcript

What This Webinar Covers

This live Matidor Webinar Series session is a comprehensive walkthrough of the Budgets and Costs module in Matidor. The session covers the complete budget lifecycle — from creating multiple projects simultaneously and applying templates, to building default and integrated budgets with cost codes, logging cost tickets, exporting financial reports, and connecting Matidor to Deltek for automatic accounting synchronization.

Who This Is For

This webinar is for project managers who are responsible for budget oversight across multiple simultaneous projects, finance and cost control team members who need to reconcile field spending with accounting records, operations leads evaluating Matidor's financial management capabilities before rollout, and organizations using Deltek as their accounting system who want to understand the integration workflow.

Step-by-Step Walkthrough

The webinar opens with multi-project creation — creating several projects at once from the map or via import and applying a project template so every new project inherits the correct field structure and budget configuration from the start. The core budget setup section shows how to build a default budget: you name the budget, assign cost codes that define spending categories such as Labour, Equipment, Materials, and Subcontractors, and set the allocated amount for each code. Budget totals calculate automatically as a sum of all code allocations.

Adding cost tickets is demonstrated in full — each ticket logs vendor, invoice amount, cost code, and notes, and the running budget balance updates with each new entry. Reporting is covered in depth: you can export a summary budget report showing totals and variances per cost code, or a detailed cost export that includes every individual cost ticket with vendor, invoice reference, date, and amount. Filters and custom column configurations allow project managers to create views tailored to specific reporting needs.

The Deltek integration section explains how Matidor connects to Deltek as an external accounting source. Once configured, Matidor budget data syncs with Deltek nightly so that costs posted in the accounting system automatically appear as updated budget totals in Matidor. Project managers can also trigger a manual sync on demand when they need the most current financial position before a client meeting or project review.

Key Takeaways

The Matidor Budgets module provides a complete financial tracking layer inside the same platform where field work is managed. By connecting cost codes, cost tickets, automated reports, and accounting integrations in one place, Matidor helps project managers and finance teams maintain accurate, real-time budget visibility without manual reconciliation. The Deltek integration is particularly valuable for organizations that need the field operations platform and the accounting system to stay in sync automatically.