Project Budget Tracking
Monitor and control project budgets against actual spending.
Budget Setup
Per-Project Budget
- Open a project → Settings → Budget
- Set:
- Budget type: Hours or Currency
- Budget amount: Total budget
- Notification thresholds: e.g., 75%, 90%
Budget Types
| Type | Tracked | Unit |
|---|---|---|
| Hours-based | Total time logged | Hours |
| Currency-based | Hours × billing rate | $ |
| Fixed price | Against project cost | $ |
Real-Time Tracking
Budget: $10,000
Spent: $6,500 (65%)
Remaining: $3,500
Burn Rate: $325/day
Projected: $11,050 (⚠️ over budget)
Visual Indicators
| Status | Color | Condition |
|---|---|---|
| On Track | 🟢 | < 75% used |
| Warning | 🟡 | 75-90% used |
| Critical | 🔴 | > 90% used |
| Over | ⛔ | > 100% used |
Budget Reports
| Report | Description |
|---|---|
| Budget vs Actual | Compare planned vs spent |
| Burn Rate Trend | Daily/weekly spending trend |
| Team Allocation | Budget consumed per member |
| Project Comparison | Budget health across projects |
Related Pages
- Budgets & Forecasting — forecasting
- Project Management — projects
- Reports & Analytics — reporting