Setting The Expense Budget For A Project

For any project, you have the option of adding a budgeted dollar amount for that project. On any existing project (in the main Projects area), click on the 3 vertical dots ( ⠇) to the left of the project's name, then click the Edit project link. Click the edit link on the Project Budget ($): line. On the Create Budget page, select the appropriate expense class(es) and amount(s) for the project budget. If the project was assigned an overall project budget when created, it will show up on this page in the “Unassigned” expense class. You should reassign this amount to the detailed expense classes you have created. Administrators can edit classes under the settings (gear icon) in the top right for All Workspaces.

When you save a project template, if the project being saved had budgeted amounts, they will be included when you reuse the project template in the future. A template's budget amount(s) can still be edited on a new project.

On the details page for the project, you will see the budget for a project, actual expenses to date, and variance. This page is accessed when you click on the title of the project in the main Projects area.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us