How to Add Budgets to Clients

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

Step 1

Click on the Clients tab on the sidebar and then click on the pencil icon under the Budget column.

Step 2

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

Step 1

Click on the Clients tab on the sidebar and then click on the pencil icon under the Budget column.

Step 2

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

 

 

 

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