Organization Settings - Budget Overview

Settings

A centralized view of all budget-related configuration options available at the organizational level.

• Default Budget Tracking

• Set Default Currency

• Default Project Rates

• Default Planning Time on Phase

• Default Phase Rates

• Default Rate Multiplier

• Default Subphase Settings

• Default Rate for Budgets

• Default Project Budget

Click to view a video walkthrough of budget settings

Rates

Rate Groups can be created based on either Role or Work Category and then assigned to a Project. These Rate Groups can be organized by Role or Work Category to align with project needs.

Learn more about Rate Groups

Fx Rates

This feature allows for the input and management of exchange rates between multiple currencies.

Learn more about the currency conversion table