Within Teamwork, you can manage and change the budget associated with each of your projects.
Project budgets will only be accessible when the Time feature is enabled for the project.
Note: Project budgets are available on per-user Premium/Grow subscription plans and above. Financial budgets are limited to 30 active budgets per Teamwork site.
Go to the Settings tab of your project and select the General subsection.
Note: Only project administrators and site administrators can manage project budgets via the settings area. Standard users with permission to manage a project's budget can do so via the Dashboard Summary area. Collaborators cannot manage project budgets.
In the Project Budget section, you will see the details for the current budget. Clicking any of the existing properties will bring you to the corresponding tab of the Edit Project Budget modal where you can make changes.
To manage the project budget, click the three dots in the top right of the budget panel.
You can then choose to:
- Edit - open the project budget modal to update the existing budget's properties.
- You can also create additional reminders via the edit budget view.
- Delete - delete the existing budget from the project.
- End current budget - archive the current budget.
- Archived budgets will still be included in the budget history.
- Add new budget - set a new budget for the project and remove the previous budget.
Adding a new budget
When you choose to add a new budget, you can set a new budget to replace the existing one.
Note: Each project can only have one active project budget at a time.
At the top of the create budget modal, you can switch between the two available budget types:
Click Create Budget to update your project with the new budget.
You will be shown a confirmation modal informing you that the existing budget on the project will be replaced once you click Confirm and create the new budget.
You can also manage your project budget and view the project budget history via the project's Dashboard tab.
For more information, see: Setting a Project Budget