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Budget Space

Accessible by clicking the budget button, enables team to track and monitor the planned and spent amount on a project

Getting Started

Getting Started with Budget

Budget Space Overview

Budget Modal Info

Time Tab

Progress Tab

Scope Tab

Scope Detail

Spent Tab

Billing Tab

Variance Tab

Member Management

Member Budget Estimate

Project Budget Settings

Project Budget Settings Overview

Planning Time on Phase

Default Subphase Settings

Independent Phase Rates

Project Currency

Project Rates

Rate Multipliers and Bill Rate Source

Project Budget Settings - Hours Only View

Rates Overview

Standard Bill Rates

Member Bill Rates

Member Cost Rates

Cost Rates

FAQs and Common Actions

Rate Group Overview

Rate Groups

FAQs and Common Actions

Phase Info Modal

Phase Info Modal Overview

Phase Info Modal - Hour Only View

Multiplier

Phase Budget Status

Phase Budget With

Phase Contract Type

Phase Fee

Phase Parent

Phase Rates

Planning Time on Phase

Phase Title

Work Category Info Modal

Work Category Info Modal Overview

Work Category Info Modal - Hour Only View

Work Category Budget Status

Work Category Budget With

Work Category Contract Type

Work Category Fee

Work Category Multiplier

Work Category Title

Budget FAQs

Bill Rate Vs. Cost Rate

Budget Modal - View Budget Access

Why am I seeing Time on Phase and No Work Category?

How to set Project specific currency on Budget Modal?

How to delete Work Category on Budget Modal?

How to unarchive Work Category?

How to assign the Open Role to Member?

How to hard-delete (permanently delete) a Phase or Subphase on Budget Modal?

How to order Phases and Subphases on Budget Space

How to Merge Phases on Budget Modal?

How to Override Total Project Budget?

What is Subtotal row on Budget Space?

How to unarchive a Phase or Subphase on Budget Modal?

Changing a Team Member’s Rate on a Specific Project