Docs

Budget

User guide for Budget in the Numezis company portal.

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.
  2. Define budget lines by category.
  3. Monitor actuals from expenses and time.
  4. Adjust forecast with notes for auditors.

Permissions and modules

Project budget edit permissions.

Feature coverage

KeyTitleRiskUAT
projects.budgetProject Budget Tracking and AllocationhighUAT-C-PROJ-BUD-001