Instead of the total budget and fee being automatically calculated by summing all phases, there is now an option to manually set the total budget and fee for the project. This feature provides greater flexibility in managing the project's overall financials.
Key details about the override project budget feature:
Available only for projects with non-default phases.
If the last non-default phase is deleted, the project will retain the entered values, which could include the overridden project total if one is set.
These values will be cloned when cloning projects, as override values are considered part of the budget.
How to override total project budget?
Click the Project Total Budget cell within the Budget Modal on the Time tab.
The left side displays the total amount aggregated from all Phases. On the right, an override can be entered for the total Budget and Fee, enabling manual adjustment of the overall Project values.
Click Save to apply the changes.
The updated amount will be reflected in the table. An asterisk (*) indicator will appear in the Project Budget cell to signify that an override has been applied to the total Budget and/or Fee.
How to revert back to use phase total?
Click the Project Total Budget cell within the Budget Modal on the Time tab.
A modal will appear, showing the aggregated total from all Phases on the left and override fields for the total Budget and Fee on the right. Overrides are indicated by a difference between the Phase total and the entered values.
To revert to the Phase total, leave the override fields blank. Click Save to apply changes.
The updated amount will be reflected in the table. The asterisk (*) indicator will disappear.
