Budget Overview

Help you to track the budget for your project, identify areas where costs are being incurred, and make adjustments.

Mosaic gives you real-time visibility into project financials, helping you track and manage project fees and project members' time costs. Mosaic took your bloated, complex spreadsheet functions and broke them down into simple, interconnected features. Mosaic's Budgets, Planner, and Reports help you visualize and understand your projects' and organizations' financial health. 

 

Fees, Work Plan hours, and time from Timesheets are all here and updated in real time. Plus, you can connect them with your financial software for an accurate, up-to-date budget.

Learn more about our Financial Integrations

 

On Mosaic's budgets, you can easily manage your project fees. Instead of finding out after billing the time, work plans give you advanced notice the project would be over budget, helping you capture additional services and get approvals before the time is spent.

Mosaic definition of Project Budget and Phase Budget

How to access your project budget?

Any where you see Edit Budget button, allows you to open this modal, below is an example on Project space

More examples here

Only Admins & Financial Managers can access the project budget

The modal looks like this:

There are several tabs on this modal that have their own unique functionalities:

  • Time: This tab allows for the management of time and financial budgets for your project and provides options to modify project budget settings. Phases, Subphases, and Work Categories can be added and assigned budgets. It also provides a view of the planned and spent hours or funds for each Phase, Subphase, or Work Category, along with the remaining budget.

    Read more about Time tab

    Read more about budget setting

  • Scope: This tab allows you to manage the Scope of work for your project. You can add Scopes to Phases and Subphases, and set budget on each Scope.

    Read more about Scope tab

  • Spent: This tab allows you to view the timesheets for the project members. You can view the timesheets by phase or member, and see the hours that each member has worked.

    Read more about Spent tab

  • Billing: This tab allows you to keep a history of the billing estimate for the project. You can also see the billing estimate on the profit report.

    Read more about Billing tab

  • Progress: This tab allows you to visualize the progress of the project. You can see the project fee amount and spent, planned, budget estimate amount or percentage shown as individual lines or bars on the chart across the year depending on which view you are on.

    Read more about Progress tab

  • Variance: This tab allows you to see the difference between the actual spent and the planned hours or budget. This can help you identify areas where costs are being incurred and make adjustments to the budget as needed.

    Read more about Variance tab

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