Budgets & Tracking

Set budgets on your projects to monitor spending and get alerted before costs exceed expectations.

Budget Types

Choose the budget type that matches how you want to track spending:

Budget Type	Tracks	Best For
Total Hours	Total hours worked across the project	Time-capped engagements
Total Fees	Total billable amount (hours × rates)	Fixed-budget projects
Per-Task	Individual budget per task	Phased or scoped work
Per-Person	Individual budget per team member	Resource-capped projects
None	No budget tracking	Open-ended work

Setting a Budget

1. Open the project and go to the budget section.
2. Select your budget type.
3. Enter the budget amount (hours or currency depending on type).
4. Optionally enable monthly reset to have the budget renew each month.

Monthly Reset

When enabled, the budget resets at the beginning of each month. This is useful for:

• Retainer clients with a set monthly hour allocation
• Ongoing support contracts
• Monthly resource budgets

Without monthly reset, the budget applies to the entire life of the project.

Over-Budget Notifications

Configure an alert threshold to get notified before a project goes over budget:

• Default threshold: 80% of budget consumed
• Customizable: Set any percentage that works for you
• Notification recipients: Project managers and administrators

When the threshold is crossed, email notifications are sent so you can take action.

Including Expenses

For fee-based budgets, you can optionally include expenses in the budget calculation:

• Enabled: Both billable hours and billable expenses count toward the budget.
• Disabled: Only billable hours are tracked against the budget.

Budget Visibility

Control who can see budget information:

• Visible to team — All project members can see budget progress.
• Hidden from team — Only managers and administrators can see budget details.

This is configured per project.

Monitoring Budget Progress

Track budget consumption from the project detail page:

• Budget total — The full budget amount
• Spent — How much has been used (hours or fees)
• Remaining — What’s left
• Percentage used — Visual progress indicator

You can also see budget status across all projects from the Budget Report.