When you add a client budget this will allow you to track your client and make sure you are not going out of budget on your hours or cost.
Creating the Budget
Click on the Client tab on the sidebar and then select Edit Budget button.
Enter the information needed and the select Save.
- Type – choose either Total Cost or Total Hours.
- Based on – choose between Pay Rate or Bill Rate.
- Amount – assign a specific budget amount.
- Start Date – assign a start date for the client’s project.
- Notify at – specify a percentage when you would be notified via email that the threshold is reached.
Editing the Budget
Click on the Client tab on the sidebar and then select the Edit Budget button.
Make any edits needed and click Save. You can also click Remove to delete the budget.