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.

Creating the Budget

Step 1

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

Step 2

Click on the pencil icon under the Budget column of the client for whom you want to set the budget –

Step 3

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.
  • Resets – Never or Monthly

 

Editing the Budget

Step 1

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

Step 2

Click on the pencil icon under the Budget column of the client for whom you want to set the budget –

Step 3

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

 

 

 

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