---
title: "Member Budget Estimate"
description: "Allocate a specific budget for each member to effectively monitor and manage remaining funds"
url: https://support.mosaicapp.com/en/articles/371-member-budget-estimate
collection: "Budget Modal Info"
updated: 2026-10-01
language: en
---

# Member Budget Estimate

Allocate a specific budget for each member to effectively monitor and manage remaining funds

After adding **Members** and **Open Roles** to the relevant **Work Categories**, Budgets can be assigned to each.

To set the Budget for each Member or Role, click the corresponding field under the **Budget** column.

-   In **Currency** view, enter either a percentage or a specific currency amount.
    
-   In **Hours** view, enter the number of hours.
    

![](https://staticfiles.gleap.io/ghelparticle/1Csj9V2wwL2TEZjVpI3Xz5Te5XOTh1am8B1cqxLOiOW1Cxr2yptbyv8go9XYWVhep60mN0xndae.png)

> **Info:** Member Budget estimates in **hours** can be entered even if Members do not have an assigned Rate.

![](https://staticfiles.gleap.io/ghelparticle/17gx5su6ttg32B3UcTmIfP28zr2iqHm1B7XiQIJ1eoQ4otzHQkLZ3MMU4zrK5MVBzV7OaT6e2J1.png)

> **Info:** A rate must be assigned to the member or role in order to set the budget in currency. If no rate is set, the budget cell in currency view will display "$0" in red text, indicating that the rate needs to be defined first.

![](https://staticfiles.gleap.io/ghelparticle/7FShdcV3X5JvqmuI4gWS2BmxP6i3d1CfN6zJ4INuzc1MTFjQqqH7GhvK6j7WrgeBRAJ0uXsn3tL.png)

[Learn more about Project Rates](https://support.mosaicapp.com/en/collections/56-project-budget-settings)

[Learn more about Rates and Rate Groups](https://support.mosaicapp.com/en/collections/18-rates-and-rate-groups)

## Automatic budget estimate adjustment when member is archived

When a **Member** is archived from a **Work Category**, Mosaic compares their **Budget Estimate** to their actual **Spent** amount (from **Timesheets**):

-   **If the Budget Estimate is greater than the Spent amount**:  
    The **Member** is archived and the estimate is **automatically adjusted** to match the actual Spent amount.
    
-   **If the Budget Estimate is less than the Spent amount**:  
    The **Member** is archived, but the estimate **remains unchanged**, since it was already lower than what was actually spent.
    

## Create work plans from member budget estimate on Budget Modal

1.  Click the **three-line** icon button in the **Planned** column.
    
    ![](https://staticfiles.gleap.io/ghelparticle/VXO0nyfXErop6YdVluMlMmUEXXcXXwnNbt1SfQGncW3t2Y13srafrRg5W98BTl90yNG0p4HjaNN.png)
    
2.  A **Work Plan** modal will appear. **Total Hours** will be pre-filled if Budget Hours exist. **Start** and **End Dates** will also auto-populate if the associated **Phase** or **Work Category** has future **Planned Dates**. Adjust the hours and date information as needed, then click **Create**.
    
    ![](https://staticfiles.gleap.io/ghelparticle/weOOsTIKnL6G8eipEQbpRd6odoGxWn8VRo7UZgQ1ruktCo6AOAxjzvuBE90cixJA85neNcMzwFa.png)
    
3.  The **Planned** time column will update if the Work Plan is scheduled for a future date.
    
    ![](https://staticfiles.gleap.io/ghelparticle/Th2QlYahGnticQoiRQPzuRCZXkdnaMlRJibEKgbPFYRCpNSXlJeNHEjTivvVmAHp9k36l8HPzxV.png)