Budget Manager can be enabled, allowing you to budget against Projects and generate detailed Budget Reports. To enable Budget Manager, head to Settings > Clients & Projects > Projects Settings > 'Budget mapping type' drop-down menu and choose from the following options:
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1. Enable Budget Manager (Single Budget Period)
2. Enable Budget Manager (Multiple Budget Periods)
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Once enabled, head to System Management > Projects and click on Budget Manager to begin. Along the top half of the page, you will be able to see the Total Charge, Total Paid and Remaining Budget using the filters available. Along the bottom half of the page, you have the ability to enter the Pay Budget and Charge Budget amounts for each projects listed as well as then being able to see the total paid and charged amounts for each project.
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​ Budget Reports
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To prepare budget related reports, head to Reports > Project Reports > Project budget over time, where you'll find three tabs: Main Details, Report Filters & Included Fields.
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1. Main Details - use this tab to configure the style & format of your report
2. Report Filters - use this tab to configure elements such as dates & time as well as include/exclude elements such as inactive/deleted employees
3. Included Fields - use this tab to include or exclude fields relevant to the report you want to prepare
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