Set Budget
Set budget in the Create Project form
When you've already evaluated the project and know the approximate planned budget for the project, then you can set the project budget while creating the project. This makes it easier for the project owner to calculate the cost right from the start of the project.
To set budget from the Create Project form:
- Navigate to the All Projects page.
- Click the drop-down at the top-right corner of the Create button and select Project.
- Enter data in the project related fields like Project name, Project type, or Description.
- Click the Create & Set Budget button. You'll be navigated to the Set Budget form.
- Select the budget type.
- Based on the budget type selected, the other related fields will be populated.
- Enter the data in the budget related fields.
- Click Create.
Set Budget from Project details view
You can add budget for an existing project as well from the project details view.
- Navigate to the All Projects page.
- Select a project and go to the details view of the project.
- Select a Budget Type under the Budget settings section.
Budget Type vs Budget related fields in Create Project Form
Based on the Budget Type selected, the budget related fields will be displayed in the form.
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Budget Type
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Budget related fields
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|
Project Amount
|
Cost Budget
Revenue Budget
Billing Method
Set Budget Exceed Limit
Planned Value Limit ()
Threshold Limit
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Project Hours
|
Budget hours
Set Budget Exceed Limit
Planned Value Limit
Threshold Limit
|
|
Release Amount
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Default Amount
Billing Method
|
|
Release Hours
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Default Hours
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Budget in create Work Item form
Work items contribute the most to calculating the cost of a project. When creating the work item, if you enter data in the Assignee and Work Hours fields, the budget details section in the Work item details view will display if you are in line with the budgeted and actual cost.
View Budget details in the Work Item
- Navigate to the respective project.
- Click and open a specific Work Item.
- Budget details will be listed at the right.
- Budget details can be viewed By Cost or By Hours.
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