Task Budget | Online Help | Zoho Projects

Task Budget

Create budget at task level and track project budget as a sum of all task costs. The Project budget threshold will be calculated based on the task budget threshold. The threshold will be updated once every three hours. Click "Calculate now" on the project dashboard to update the threshold. Task budget can be set based on amount or based on hours.


  1. Track budget by Task amount or hours.
  2. Can be compared with the actual cost/hour of tasks.
Feature Availability: Premium and Enterprise plans. Also available for CRM Plus and Zoho One users.


  1. Budget should be enabled for the project or your portal should be integrated with Zoho Invoice / Zoho Books.
  2. Budget type of project should be based on Task Amount / Task Hours.

Set Budget for a Task

  1. Create a new project. You can also enable task budget 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 Task Amount/Based on Task Hours.
  5. Enter other project details and click Add.

Create Budget for a Task

  1. Select a project from the Projects tab in the left navigation panel.
  2. Click on the Tasks tab in the top band to open the Classic or Plain view.
  3. Click Add Task in the upper-right corner.
  4. Enter the task details.
  5. Fill-in the Task Budget and Budget Threshold fields.
  6. Click Add.

Track Budget Health

Navigate to the task module, click   and select Overrun from Budget field. The log hours can be marked as billable in case a cost is charged to the client and as non-billable to indicate that the hours are not charged. When team members log time for the task, it will automatically calculate the actual cost of the approved billable hours. This updates the budget in real time.
  1. At Risk  : (Actual < Budget) && (Forecasted (cost/hours) > Budget)
  2. Overrun: Actual (cost/hours) > Budget
  3. Surplus  : Forecasted (cost/hours) <= Budget
 If task budget is not set the planned amount/hours will be considered to track the budget health.
See Also

    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

                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                          Manage your brands on social media

                              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 SalesIQ Resources

                                                        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

                                                                                          • Zoho 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 ...
                                                                                          • View Task List Budget

                                                                                            Task List Budget View the planned versus actual cost and cost variance details in the list and detailed view of a task list. You can view this only if budget is enabled in the setup page. If your project is based on hours then Difference column shows ...
                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          • Manage Task Lists

                                                                                            Edit / Delete a Task List Navigate to your project and click Tasks in the top panel. Ensure you are in the Classic view and hover over a task list. Click  to view options and select the Edit or Delete option. When you edit, you can modify the task ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



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


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


                                                                                            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