Phase Budget | Online Help | Zoho Projects

Phase Budget

In Zoho Projects, users can allocate specific budgets to individual phases within a project. This helps in tracking and managing costs associated with each significant phase or goal of the project.

Benefits

  1. Manage expenditure of specific phases in a Project.
  2. Provides prior planning by setting clear budget constraints.
  3. Allocate funds to crucial project phases.

View Budget in a Phase

View the planned versus actual cost and cost variance details in the list and detailed view of a phase. This is available only if the budget is enabled in the setup page. If your project is based on hours, the Difference column will show the difference between planned and actual hours and if it is based on the amount, the Cost Variance column will highlight the difference in planned and actual cost. Learn more about creating a budget.

Phase Based Budget

Create budget at a phase level and track project budget as a sum of all phase costs. Project budget threshold will be calculated based on phase budget threshold. Phase budget can be set based on amount or based on hours.
  1. Create a new project. You can also enable budget by phase by editing an existing project.
  2. Scroll to the Budget section in the new project form.
  3. Click on the Project Budget drop-down.
  4. Select Based on Phase Amount/Base on Phase Hours.
  5. Enter other project details and click Add.

Create Budget for a Phase

Phase budget can be set while creating a phase which can be viewed from the phase details page.
  1. Navigate to the Phases tab in a project.
  2. Click Add Phase in the upper-right corner.
  3. Enter the phase details.
  4. Fill-in the Phase Budget and Budget Threshold fields.
  5. Click Add.


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