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.
This feature is available on Premium/Pro plans and up.
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.
