Set budgets for the project, rooms and tasks

A budget is the most you plan to spend. You can set one for the whole project, and on Premium and Professional for each room and task too. You need to be the project's Owner or an Admin.

Set the project budget#

1. Open the project and select the Budget tab.
2. Under Whole project, enter the amount in Budget.
3. Select Save budget.

The meter under Budget used then shows how much of it you've spent.

Set a room budget#

1. On the Budget tab, find the room under Rooms.
2. Enter the amount in its Budget for field.
3. Select Save budget.

Rooms come from the project's settings. If the list is empty, add rooms first. See Projects and rooms.

Set a task budget#

1. Open the task and select its Budget tab.
2. Enter the amount in Budget for this task.
3. Select Save budget.

Every task with a budget is listed on the project's Budget tab under Tasks with a budget.

Change or remove a budget#

Enter a new amount and select Save budget to change it. Select Remove budget to take it away. Changes are recorded in the project's activity.

When budgets add up to too much#

If room budgets add up to more than the project budget, or task budgets add up to more than their room's or the project's, the budget still saves. You see a warning on the Budget tab, and the dashboard shows Budgets are over-allocated with a Review budgets link.

Each budget also has an Alert me at (%) field. See Set budget alerts.