User guide / Budget

Time, workload and budget

Budget

Set up a project's budget, enter expenses and revenue, track planned versus actual.

3 pages · updated October 2026

1. 01 Setting up a project's budget Choose what you track (expenses, revenue or both), define the envelope and daily rates. 1 min
2. 02 Entering expenses and revenue Organise the budget by categories and lines, then enter your expenses and revenue with their supporting documents. 1 min
3. 03 Tracking planned versus actual Compare the planned budget with actual amounts, by category and by year, and follow consumption over time. 1 min

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