You can set up a Project specific budget in a Project's settings and track progress towards an allotment of hours or a monetary amount.
Access Project Budget Settings
Navigate to the Projects screen (click the Projects heading) and either create a new Project or edit an existing Project to access budget settings.
To edit an existing Project, hover over it in your Projects list and click the edit button which appears.
Set up your Project budget
Within the Project settings:
Enable budgets: Tick the "Set a budget" option
Choose budget type:
Hours - Set an hour limit for the Project
Billable - Set a money limit based on billable rates
Set frequency:
Each week - Budget resets weekly
Each month - Budget resets monthly
In total - One-time budget for the entire Project
Enter amount: Set your budget limit (hours or dollar amount)
Click Update Project to apply the budget
How Project Budgets Work
Hour budgets track all billable time logged to the Project against your set hour limit.
Billable budgets calculate the dollar value of billable time using your hourly rate settings and track against your set money limit.
View Budget Progress
Budget progress appears directly on the Projects screen, showing how much of your budget has been used.
You can also run Reports directly from the Project to see detailed budget tracking and time breakdown.
ℹ️ Note: Project budgets are different from Goals. Goals are created separately in the Goals screen and offer more filtering and tracking options across multiple Projects, Users, and time periods.
