Setting up a budget

Budgets are a great way to keep track of your work and can be set up for both contacts and projects. You can set a budget of hours or a billable amount and set the frequency.

To set up a budget:

  1. Head to the contacts or projects tab
  2. Add or edit the contact or project
  3. Tick to set a budget
  4. Select billable or hours
  5. Set frequency for each week, each month or in total
  6. Hit save

Setting a billable budget uses your hourly rate settings to calculate the billable total of any time you or your team have tracked to that contact or project.

Setting a budget based on hours will monitor any billable time tracked to the contact or project. This is great for keeping track of things like retainer arrangements.

You can view your budgets at a glance in the contacts or projects tab – you can even run a report directly from the contact or project.

(Note that this is only true for budgets made in the settings of a project or contact label. Budgets made under the 'Goals' menu are viewed under 'Goals', or under 'My Time' if you are assigned to them. Check here for more info on monitoring budgets set up in your Goals tab!)

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