Use Budgeting: project budgets, costs, and forecast

Open Budgeting in the sidebar. For a traceable start, set up team rates first, then set up the budget in the project, and log time with the correct project link and billable status. Add project-related expenses. Without this foundation, monetary values can be missing or incomplete.

1. As Owner or Admin: enter internal costs and client rates under Team rates.
2. Open the project you want and choose Set up budget.
3. Assign time entries to the project and check whether they're billable.
4. In Budgeting, check usage, profitability, and forecast if relevant.

Budgeting is the project overview. Team rates holds the hourly rates. Retainers shows ongoing allowances. Profitability compares valued output against costs. Expenses holds additional cost items. Forecast projects forward from time logged so far. Team rates and Profitability are reserved for Owners and Admins in the UI; monetary values in the overview, retainers, and forecast are also shown based on role.

For an hour budget, the overview counts completed, billable project hours against the hour limit. For a fixed price and a retainer with a money limit, the time value is calculated against the total amount: hours × the bill rate stored on the time entry. Expenses and internal hourly rates aren't added into this usage figure. Below 80% is On budget, from 80% is Warning, from 100% is Over budget. No limit means tracking without a computed ceiling; No budget means there's no project budget being factored in.

A project has a 100-hour budget. 80 completed, billable hours give 80% usage, which is a warning. Ten additional non-billable hours don't increase this figure. In profitability, they can still cause internal costs. For a money budget, 80 hours at a stored bill rate of €100 would equal €8,000 in usage.

Use the project name to open the project and edit its budget there.