Manage Budgets
Set project budgets and track spend against planned costs.
Managing Budgets
- Open a project and click the Budget tab.
- Enter planned costs by category (labour, materials, subcontractors, expenses).
- The Actual vs Budget table updates automatically as timesheets and purchases are approved.
- Set a budget alert threshold (e.g. 80%) to receive an email warning before overspend.
- Reforecast the budget at any time by editing the planned cost figures.
Where to go next
- Understand the whole module → How ERP Services, Contracts & Billing Connect
- Next in this module → Assign Resources
- How to Set Up a Managed Service and Assign it to a Client
- How Projects & ERP Works
- See where this fits in the bigger picture → How a Lead Becomes Cash
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