Use cases

Software development/ IT: Consider a scenario where a project manger allocates $500 to a UI/UX designer, and $700 to a developer. As the project progresses, the manager can monitor each user's expenditure against their budget threshold. If the designer is close to exceeding his budget, the developer's budget can be reduced to stabilize the project.

Construction: Project manager allocates $10000 to an architect, and $20000 to a structural engineer. When this budget is set, the manager can keep track of the expenses and ensure that the pay per employee doesn't exceed the allocated budget.

 

Marketing: Zylker, a cosmetic company has many marketing methods to advertise the company's products. Marketers can spend about $100 per day. If the marketer exceeds this budget, the next day's budget can be adjusted. 

Prerequisite: Budget Type should be Based on User.

Feature Availability: Premium and Enterprise plans. Also available for CRM Plus and Zoho One users.

Benefits

1. Track budget by user amount or hours.
   
2. Allocate funds to individual users according to their responsibility in the project.
   
3. Monitor and control project expenses related to hourly rates.

Set User Budget

1. Navigate to Projects in the left navigation panel and then click New Project.
   
2. Enter the project details.
   
3. Select the currency based on your requirement in the Budget section.
   
4. Set the Budget type as Based on User. 
   This allows users to set the cost budget, revenue budget amount, and hours per user. The value can be entered when adding users to the project or by editing existing users added to the project.
5. Enter other project details and click Add.
   
   
   

Create Budget for a User

1. Click Projects in the left navigation panel.
   
2. Select a project from the list.
   
3. Select the Users tab from the top navigation panel.
   
4. Click Add User in the upper-right corner.
   
5. Enter the User Email, Role, Profile.
   
6. Enter the Budget and Budget Threshold.
   
7. Select a Reporting Manager and click Add.
   
   

Edit Budget Inline

1. Click Projects in the left navigation panel.
   
2. Select a project from the list.
   
3. Navigate to the Users tab from the top navigation panel.
   
4. Select List from the view drop-down.
   
5. Click on any field corresponding to the user to add or update the budget details.
   

Budget and Budget Threshold of all the users will be summed together and displayed in the Project Dashboard.

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More Reads

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Project Budget

Task Budget

Phase Budget

Revenue Budget