Project budget [in-depth guide]
Guide contents: View options | Resources
This screen shows you the current project's budget, which is made up of all approved estimates. This allows for visibility of budget and actuals, all the way down to the task & item level.
- Approved estimates are what populate the budget until actual transactions are entered against the project.
- While the budget screen includes open orders gross unbilled, the dashboard does not.
You can view the budget by item, type, task, or person. Each has a unique view of looking at the budget.
You can also customize the columns & print the budget.
To view the budget for ALL projects with the same amount of detail and some customization options, go to the Project budget analysis report.
Estimates workflow [in-depth guide]
Estimate templates [in-depth guide]
Invoice/estimate layouts [in-depth guide]