Track project budgets and forecast

1. Open the project and click Budgets in the project menu.
2. The overview shows the Allocated Budget, Budget Used and Budget Remaining, plus Worked Time and Billable Time.
3. The table breaks it down by scope: contracted revenue, total cost, allocated budget, worked hours, average labour cost rate, budget remaining, resource cost, expense cost and profit. Use the Scope filter to focus on one scope, and Export to download it.
4. Click Forecast in the project menu.
5. For each scope, compare the Budget Amount and Burn with the Remaining Balance, and see how much is Invoiced and Unvoiced.

The animation below walks through these steps.

1. Open the Admin Console and go to Accounting → Budget Manager.
2. Plan, track and manage budget allocations by account, month by month, and see the net profit for each month.
3. Choose the financial year and how to show it (for example by Month). Click Sync Revenue to sync revenue into the budget.

The animation below walks through these steps.

• Budget used includes logged time and expenses. See Track time on tasks and Record expenses and supplier bills.
• Find the other project tabs in Find your way around a project.