Within Teamwork, you can add budget
expenses to a project's budget, allowing
you
to account for any additional individual
costs that
maybe required beyond logged
time.
Note: The budget expenses feature is available on per-user Grow/Premium subscriptions and above.
Expenses added to a financial
budget will be taken into account
when
calculating the project's budget usage progress. For example:
Billable
time cost of $500 + budget expenses of
$100 = $600
of project
budget
used.
Time
budgets do not count budget
expenses towards the project's budget
usage.
Note: Expenses added
to the Billing area of your project do not
relate to budget expenses and work
independently of project budgets.
Viewing budget
expenses
Go to
the Finance tab of
your project and select
the Budgets subsection.
The Budget
expenses section will
display each existing expense in
an individual row, listed
in the order in which they were
added to the
project.
For each expense, you
will see the associated cost,
details, and creator.
A running total of the existing
expenses will be displayed at the bottom
of the Cost column.
Additional options in the Budget
expenses section
include:
- Search - search for existing expenses
based on associated cost amount or
details.
- Filter - filter the list of expenses
based on creator (user) or associated
tag(s).
- Export - export the expenses in PDF or
Excel format.
- Note: When exporting
budget expenses, any filters in
place at the time of the export
will
be applied to the
export.
Adding an expense
To add a new expense, click the Add
expense button in the top right
of the Budget
expenses section.
Note: Standard
users
with permission to
manage the project's
budget can create budget
expenses.
The add budget expense modal
will allow you to enter a total cost
amount and description.
Click Save to add the
expense.
Editing an
expense
To edit an expense, hover over
an existing expense in the list to reveal
the Edit option.
You will then be able to edit both
the cost and description via the inline
editing fields.
Note: A budget expense can be
edited by the creator, project administrator,
or site admin.
Deleting an
expense
To delete an expense, hover
over an existing expense and click the
trashcan icon at the end of the line
entry.
