Budget

Overview

Project budgets compare planned amounts to actual costs and revenue.

Where in the app

• /c/companies/:companyId/projects/:projectId/budget

Step-by-step

1. Open a project Budget tab. (UAT-C-PROJ-BUD-001)
2. Define budget lines by category. (UAT-C-PROJ-BUD-001)
3. Monitor actuals from expenses and time. (UAT-C-PROJ-BUD-001)
4. Adjust forecast with notes for auditors. (UAT-C-PROJ-BUD-001)
5. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-PROJ-BUD-001)
6. 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.

Related

• overview
• financial reports