Project Budget

Project budgeting provides the tools you need to accurately forecast, monitor, and manage the financial aspects of your projects. You can define budgets for time, cost, and billing—such as allocating 300 hours of effort, estimating a project cost of $50,000, or setting a billing target of $75,000. Budgets can be configured for the entire duration of a project or distributed across defined periods to align with project timelines or phases.

This section of the help center offers step-by-step guidance on creating and managing project budgets, including how to define budget rules, configure notifications, generate rollup budgets, set expense limits, and establish project cost and billing rules.

For further details refer to: