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Project Budget Settings - Hours Only View

Project Budget Settings - Hours Only View

Hours only view can be turned on on Organization settings > Budgets tab. This will affect how budget is tracked on the Project and Phase level.

On the hours-only setting, Currency and Rates related settings are hidden:

  • Project Currency — Currency Off

  • Budget Tracking Level

  • Default Subphase Settings

Set Organization Default Button takes you to Organization Settings > Budget > Settings page


Sub Phase Budget Roll-Up

Teams on the hours-only setting can choose to have sub phase budgets roll up automatically to the parent phase.

When roll-up is enabled:

  • Enter budgeted hours at the sub phase level only

  • The parent phase budget displays the combined total of all its sub phases

  • The parent phase total updates automatically as sub phase budgets change

How to enable it:

  1. Open the Budget for the project and stay on the Time tab.

  2. Click the cogwheel icon at the top of the tab.

  3. Turn on toggle.

  4. Close the settings panel. Parent phase rows now show rolled-up totals.


Important Notes

  • Roll-up affects how the parent phase budget is calculated, not how sub phases are structured. Adding or removing a sub phase changes the parent total.


Related Articles

  • Time Tab

  • Default Subphase Settings

  • Phase Info Modal - Hour Only View

  • Project Budget Settings Overview

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