Within Teamwork, you can add a project budget panel to your custom dashboards based on the existing budgets on your projects.
Note: This feature is available on the per-user Premium plan and above.
Go to the Home area of your site and select the Dashboards tab from the left pane.
When creating or editing a dashboard, you can choose Project budgets from the panel type dropdown in the Panels tab.
Once selected, you can set a name for the panel before adding or updating the dashboard.
Once the panel is added to your dashboard, you will see a bar chart with individual bars representing various percentages of budget capacity.
You can click each bar to open a quick view detailing the project(s) whose budget capacity currently sits in the selected range.
Managing budget panels
To manage an existing budget panel on your dashboard, hover over the panel to reveal three dots in the upper right. When you click the three dots, you can either edit or delete the panel.
- Edit - update the name of the panel.
- Delete - remove the panel from the dashboard.
For accounts on Enterprise subscription plans, you can access additional customization options while editing the panel.
When you choose the Edit option on a panel, a modal will open with sections for Filters and Display.
In the Display tab, you can choose to display the panel in grid or full width view mode.
You can also customize the ranges applied to the panel. Hover over any existing range to reveal edit and delete options. Click Add Range to add a new range to the panel.
You will also have the option to duplicate the budget panel via the options menu.
For more information, see: Setting a Project Budget