Budget Applications

This article details how Time, Expense, Charge, and Product entries are limited by Task and Project Budgets. When users create or update entries, the system references budget configurations to determine which items are available. These limits are based on settings such as Used By Expense or Used By Money Charge/Product, and whether specific items are associated using the Limit Budget To option at the Task Budget or Project Budget level.

Time Entries

When creating/updating Time Entries, the entry amount is stored in the database with the project budget cost currency and client currency converted using the entry date exchange rate

Expense Entries

When creating an Expense Entry, the Expense Item list is limited based on the Task and Project budgets.

If the Task has the option Used By Expense selected:

  • If there are Expense Items associated at the Task Budget level (Limit Budget to option), the Expense Item list is limited to those Expense Items.
  • If there is no Expense Item associated at the Task Budget level (Limit Budget to option), the Expense Item list is limited based on the Project budget.
  • If there are Expense Items associated at the Project Budget level (Limit Budget to option), the Expense Item list is limited to those Expense Items.
  • If there is no Expense Item associated at the Project Budget level (Limit Budget to option), the Expense Item list displays all active Expense Items in the system.

Charge/Product Entries

When creating a Charge/Product entry, the Charge/Product list is limited based on the Task and Project budgets.
If the Task has the option Used By Money Charge/Product selected:

  • If there are Charges/Products associated at the Task Budget level (Limit Budget to option), the Charge/Product list is limited to those Charges/Products.
  • If there is no Charge/Product associated at the Task Budget level (Limit Budget to option), the Charge/Product list is limited based on the Project budget.
  • If there are Charges/Products associated at the Project Budget level (Limit Budget to option), the Charge/Product list is limited to those Charges/Products.
  • If there is no Charge/Product associated at the Project Budget level (Limit Budget to option), the Charge/Product list will display all active non-placeholder Charges/Products available in the system.