How to Override Total Project Budget?

Instead of automatically calculating the total Fee and Budget by summing all Phases, projects now support manually setting override values at the project level. This feature provides greater flexibility in managing overall financials. The Fee can be overridden by entering a specific amount, while the Budget can be overridden either by entering a specific amount or by setting a % of Fee, which will calculate the Budget based on the Fee value.

Key details about the Project Budget Override feature:

• Available only for projects with non-default Phases.

• If the last non-default Phase is deleted, the project will retain the entered values, including any overridden totals.

• Override values are included when cloning projects, as they are considered part of the overall Budget setup.

How to override total project budget?

1. Click the Project Total Budget cell within the Budget Modal on the Time tab.

   

2. The left side displays the Phase Total and the current Budget Total, which reflect the amounts aggregated from all Phases. On the right, overrides can be manually entered for Fee Override amount, % of Fee amount, and Budget Override amount.

   Click Save to apply the changes or Cancel to exit without saving.

   

   Only one of % of Fee or Budget Override can be edited at a time. When a value is entered in one of these fields, the other is automatically calculated and disabled. To enter a new value in the other field, first clear the current entry.
   
   

   If the team’s Default Budget Tracking is set to hours, the override can be applied in hours instead of currency.
   

3. 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?

1. Click the Project Total Budget cell within the Budget Modal on the Time tab.

   

2. A modal will appear, displaying the Phase Total and current Budget Total on the left. On the right, override fields are available to manually set the Fee, % of Fee, or Budget. Any difference between the Phase Total and the entered override values indicates that a manual override has been applied.

   

3. To revert an override, simply clear the override fields—such as the Budget Override field shown here—and leave them blank. Then click Save to apply the changes and restore the values based on the Phase totals.

   

4. The Budget Total amount will be reflected in the table now. The asterisk (*) indicator will disappear.

   

   In this example, only the Budget Override field has been cleared, while the Fee Override remains set. As a result, the asterisk (*) indicator will still appear next to the Fee amount, signalling that an override is active for the Project Fee.