Budgeting Overview

Created by Emily A, Modified on Thu, 22 Jan at 7:34 PM by Emily A

The Budgeting module helps you plan, monitor, and control project finances by tracking allocated budgets, actual costs, variance and contingency usage.
It gives real-time visibility into how much budget is in hand, how much has been spent, and whether the project is on track.


Budgeting 


The Budgeting page provides a high-level and detailed view of project finances, combining budget allocation, actual expenses, scheduling breakdowns, and approval workflows in one place.


What You Can Do Here

  • Track total project budget and expenses

  • Monitor budget vs cost performance

  • Allocate budgets across phases and categories

  • Manage contingency reserves

  • Control approvals based on user roles

  • View organization-level budget analytics

Pro Tip: Use the Budgeting page regularly to avoid cost overruns and maintain financial discipline throughout the project lifecycle.

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