How Do I Add/Edit/Delete Budgets

This guide shows you how to add/edit/delete budgets for your clients. Budgets can be set for hours, cost value or bill value and for all staff or a selected staff member. Any time recorded for a timesheet item will be subtracted from the budget. You can use the Budget reports to track the remaining amount of each budget.

If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.

1. Click Client

   
    

2. Expand the group that contains the item you want to add to edit/delete a budget for. Click the Edit icon.

   
    

3. Click the Budgets tab

   
    
4. This page shows any active budgets for this item. Inactive budgets can be shown by clicking the Include Expired toggle.
   To add a new budget, click Add New Budget
   To change an existing budget, click the Edit icon for the budget row in the table.
   To delete an existing budget, click the Delete icon for the budget row in the table.