Project and Budget Settings | Online Help | Zoho Projects

Project and Budget

Manage Project and Budget settings such as project ID, tags, project percentage completion, enabling budget, budget threshold and overrun alerts, and budget auto-update frequency.

Project & Project Groups

Manage Project Prefix & ID, Project Group Prefix, Tags, and Project Percentage Completion.


Prefix & ID

  1. Click  in the top navigation panel.
  2. Navigate to Portal Configuration > Project & Budget > Project & Project Groups tab.
  3. In the Prefix & ID section, you can enable/disable Project and Task IDs.
  4. The current project prefix is shown in an editable section. If desired, modify the project prefix and click Update.
    1. The project prefix cannot be more than 10 characters and can contain alphabets, numbers, & hyphen only.
Tasks and Issues have the same prefix. It can be updated when you edit a project.
Issue IDs cannot be disabled, only the prefix can be updated.

Project Group Prefix

Users can enable this setting and set a project group prefix.
  1. Click  in the top navigation panel.
  2. Navigate to Portal Configuration > Project & Budget > Project & Project Groups tab.
  3. Enable the Project Group Prefix option.

Tags

Tags help to reference modules in search and filters. Enable tags and associate them with projects, milestones, task lists, tasks, issues, forums and status.

Read more about tags here.

Project Percentage Completion

Calculate your project completion percentage based on task and issue count or based on task percentage completion and issue count.
  1. Click    in the top navigation panel.
  2. Navigate to Portal Configuration > Project & Budget > Project & Project Groups tab.
  3. Scroll down to Project Percentage Completion.
  4. There are three options to calculate project percentage completion.

    1. Based on task and issue count - The project completion percentage is calculated based on the Open and Closed Status of both tasks and Issues.

    2. Based on task completion percentage and issue count - The project completion percentage is calculated based on each task completion percentage. If there is no percentage completion in the issue module, status type (Open,Close) will be considered. In this type all tasks and issues will have equal weightage (Weightage = 1).

    3. Based on weightage field - Users can customize the weightage for each task and issue. The project completion percentage is calculated based on the weightage value given in weightage field (numeric field or task duration or work hours).

  5. Select your default option and click Update

You can find percentage completion in Project list view, Milestone list view, Milestone detail page, Gantt chart, and Task list details page. 

Formulas to calculate to Percentage Completion: 

Project Percentage Completion = (∑(Task Completion% * Task Weightage) + ∑(100% * Closed Issue Weightage)) /  ( ∑ Task Weightage  + ∑ Issues Weightage)

Milestone Percentage Completion = (∑(Task Completion% * Task Weightage) + ∑(100% * Closed Issue Weightage)) /  ( ∑ Task Weightage  + ∑ Issues Weightage) 

Task List P ercentage  Completion = ∑(Task Completion% * Task Weightage) /  ∑ Task Weightage

Budget Settings

Enable Budget 

  1. Click    in the top navigation panel.
  2. Navigate to Portal Configuration > Project & Budget > Budget Settings tab.
  3. Toggle Enable Project Budget.

  4. Set Access Privilege. Select profiles that can access project budget.
  5. Set Budget auto update frequency. The budget will automatically update based on the set frequency.

Include Non-Billable Hours

Enable this setting to include non-billable hours for cost calculations regardless of the Billing Type.
  1. Click    in the top navigation panel.
  2. Navigate to Portal Configuration > Project & Budget > Budget Settings tab.
  3. Toggle Include Non-Billable Hours.

Enable Budget Threshold and Overrun Limit

Receive email notification when the actual cost exceeds the specified threshold or the planned budget.
  1. Toggle the Budget Threshold Email and Budget Overrun Email buttons in Budget Settings section.
  2. Click Customize Email to modify the email template and click Save.
  3. Click Update.

See Also
Zia



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Project Budget

                                                                                                                Managing budget is a crucial part of any project. A budget can help managers improve cost management and reduce budget overruns. Project managers can view the planned versus actual cost in real time with the budget status report. Multiple currencies ...
                                                                                                              • Zoho Books or Invoice Integration

                                                                                                                You can create a project budget, invoice time logs, and record expenses for all your projects by integrating Zoho Projects with Zoho Invoice or Zoho Books. Project managers can create budget to view the planned versus actual cost in real time. The ...
                                                                                                              • 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. Use cases Software development/ IT: Overall project ...
                                                                                                              • Revenue Budget

                                                                                                                In Zoho Projects you can now track project revenue along with the project cost. Project Revenue is the amount expected to be paid by the client and Project Cost is the verifiable expenditure made by the project user. Project managers can track the ...
                                                                                                              • Task Budget

                                                                                                                Create task-level budgets and track the project budget as the sum of all task budgets. The project budget threshold will be calculated based on the task budget threshold, and both will be updated every three hours for the project. Click Calculate Now ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources