How to view Budget Details

Step 1: Select Financials then Budgets from the main navigation menu.



Step 2: Click on Budget for which you want to see details.



Step 3: Budget detail screen will open. Here is the month-wise data of the budget spent in graphical form.



Suppose the budget consumption for the month of December is $1500; the graph will reflect this accordingly. In January, the budget consumption is again $1500. Therefore, by the end of January, the total consumption will be $3000 (December budget + January budget). The graph for January will show a total of $3000.

Additionally, there is a red line on the graph that represents the total budget, providing an indication of when the total budget consumption will exceed the allocated budget.



There are two widgets below the graph that display monthly numerical data when clicked on the graph for that month.

Budgeted time = Total Budget/ Billable rate per hour
Billable time = Billable hours locked for that project
Remaining time = Budgeted time - Billable time

Similarly,

Budgeted Total = Total Budget of the project
Budget Used = Billable time * per hour rate of that member
Budget remaining = Total Budget - Budget Used

Updated on: 07/04/2025