How to Add Budgets to Clients in Hubstaff

By adding a client budget, you will be able to keep track of your cost and time as well as ensure that you do not go over budget.

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Creating the Budget

Select Project management > Clients from the sidebar on the web dashboard menu –

Click on the pencil icon in the Budget column next to the client’s name for whom you want to set the budget.

Enter the required information and then 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.
• Notify at – specify a percentage when you would be notified via email that the threshold is reached.
• Start Date – assign a start date for the client’s project. The budget will only include time tracked from this date onward.
• Resets – Never or Monthly
• Include non-billable time– toggle on or off to have non-billable time accounted or not accounted for in the project budget

 

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Editing the Budget

Select Project management > Clients from the sidebar on the web dashboard menu

Click on the pencil icon under the Budget column of the client for whom you want to set the budget. You can also access this by clicking Actions > Edit Client and selecting the Budget tab.

Make the necessary changes, then click Save. You can also click Clear budget and select Save to delete the current budget.