How to Add Budgets to Clients

You can add a budget to a client. 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 Client tab on the sidebar and then select Edit Budget button.

Step 2

Enter the information needed and the select Save.

Editing the Budget

Step 1

Click on the Client tab on the sidebar and then select the Edit Budget button.

Step 2

Make any edits needed and click Save. You can also click Remove to delete the budget.

 

 

 

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