ProductProjects
Budget
User guide for Budget in the Numezis company portal.
Overview
Project budgets compare planned amounts to actual costs and revenue.
Where in the app
/c/companies/:companyId/projects/:projectId/budget
Step-by-step
- Open a project Budget tab. (UAT-C-PROJ-BUD-001)
- Define budget lines by category. (UAT-C-PROJ-BUD-001)
- Monitor actuals from expenses and time. (UAT-C-PROJ-BUD-001)
- Adjust forecast with notes for auditors. (UAT-C-PROJ-BUD-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-PROJ-BUD-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-PROJ-BUD-001)
Permissions and modules
Project budget edit permissions.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
projects.budget | Project Budget Tracking and Allocation | budgets | required | Project Budget Tracking and Allocation | high | UAT-C-PROJ-BUD-001 |