Use Project Budgets to account for costs against the project that may not have been included on your quotes and tasks attached to the project.
- Allocate budgets at the Project, Stage, or Task level
- Track how much of the budget has been spent and how much is remaining
- Reallocate budgets as needed between stages and tasks
Feature video
Overall Project
Stage Level
Task Level
Create a Project Budget
To create a Project Budget:
- From the Project you're on, click the Budget tab
- Click Create Budget
- Make a decision as to whether you want to Insert quoted values or Start from scratch.
Your project budget is created and will contain fields for the overall project, stages, and tasks. You may already have values for some of these fields, depending on the previous step.
Insert quoted values
Values for costs and hours for the overall project and stages will be prefilled with the estimated values recorded on your quotes attached to the project. Values from tasks, however, will need to be manually entered. See below.
This option is ideal if your project was created from a detailed quote.
Start from scratch
All values for costs and hours are blank and you'll need to fill these in manually. Fill out your budget details as per below and Save Budget when done.
Adding or editing Project Budgets
When adding or editing existing project budgets, you can allocate budgets at various levels:
- Project Level: Set an overarching budget for the entire project.
- Stage Level: Define specific budgets for each stage within your project.
- Task Level: Go even deeper by assigning budgets to individual tasks.
See below for an explanation for all other fields in comparison to the project budgets you set.
To overall project
To add or edit the existing budget to the overall project, simply add or edit the values in the Total Ex. and Hours fields and Save Budget.
This will input the same values into the Unallocated to stages section. View this by clicking 
(right arrow) beside the name of the project.
At the stage level
To add budgets to each stage of the project:
- Add values to the overall project (as per previous tab)
- Click the (right arrow) beside the name of the project to show the related stages
- Input your Total Ex. and Hours fields for each stage
- Save Budget.
- The value in Unallocated to stages will recalculate, based on the difference between the sum of your values for the stages and the overall project budget.
- For each stage you add values for, the same values will be input into the Unallocated to tasks section. View this by clicking (right arrow) beside the name of each stage.
Over budget?
If any of your unallocated values are greater than the overall project's, a red warning will display to indicate this.
At the task level
To go one step further, you can add budgets to each task within the project.
- Add values to the overall project (as per first tab)
- Add values to the project stages (as per previous tab)
- Click the (right arrow) beside the name of the relevant stage to show the related tasks for that stage.
- Input your Total Ex. and Hours fields for each task
- Repeat as necessary for each stage where you want to add budgets against its related tasks
- Save Budget.
For each stage, the value in Unallocated to tasks will recalculate, based on the difference between the sum of your values for the tasks and the overall stage.
Task Preview
Click the name of a task to access the Task Preview.
Over budget?
If any of your unallocated values are greater than the proect stage's, a red warning will display to indicate this.
Explanation of Fields
| Budget | Actual | Remaining | Spent | ||||
|---|---|---|---|---|---|---|---|
| Total Ex. | Hours | Total Ex. | Hours | Total Ex. | Hours | Total Ex. | Hours |
| Total allocated cost | Total allocated hours | Total cost as recorded against tasks | Total labour hours recorded against tasks | Budget - Actual | Budget - Actual | Portion of the Budget Total Ex. that has actually been spent, expressed as a percentage. | Portion of the Budget Hours Ex. that has actually been spent, expressed as a percentage. |
Project Budget History
Click  (history) to view the Project Budget History. This shows any changes to the overall project budget (not stage or task budgets), along with the user who made the change and the time it occurred. |
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