Resolve Budget Conflicts

✔ Budgets are available on all per-user based subscriptions. ¹

What	Resolve budget conflicts that arise due to overlapping budget dates.
Why	Successfully create the budgets needed on a project. While projects can have multiple budgets, the budgets' dates cannot overlap — only one budget can be active at a time.
Who	Site admins (in the owner company) can manage budgets on all projects. Site admins (in external companies) can manage budgets on projects they're a member of. Project admins can manage budgets on projects they're an admin on. Standard users and client users with the project permission: Manage project budget (allows users to create and manage the project's budgets). 🔑 Users also need permission to view project budget profitability in order to manage fixed fee budgets.
When	You're creating additional budgets on a project and encounter errors.

What	Resolve budget conflicts that arise due to overlapping budget dates.
Why	Successfully create the budgets needed on a project. While projects can have multiple budgets, the budgets' dates cannot overlap — only one budget can be active at a time.
Who	Site admins (in the owner company) can manage budgets on all projects. Site admins (in external companies) can manage budgets on projects they're a member of. Project admins can manage budgets on projects they're an admin on. Standard users and client users with the project permission: Manage project budget (allows users to create and manage the project's budgets). 🔑 Users also need permission to view project budget profitability in order to manage fixed fee budgets.
When	You're creating additional budgets on a project and encounter errors.

Considerations

Budget conflicts arise when the start/end dates of the budget you are trying to create coincide with the dates of an existing active or upcoming budget (including repeating budgets and budgets with no end date).

New budgets should be created while keeping in mind existing budgets, repeating budgets, and upcoming budgets.

If the new budget's start date is in the future, the budget is created as an upcoming budget.

If the project already has upcoming budgets, you cannot create a new open-ended budget or a repeat budget as this will cause a date conflict.
If the new budget's start date overlaps with an upcoming or existing budget, you will be asked to adjust the new budget's end date.

To resolve conflicts, you need to do one of the following (where relevant):

Adjust the affected budgets' start/end dates so they no longer overlap.
End or delete the repeating budget. Repeat budget dates cannot be edited after creation. Therefore, the budget must be deleted and recreated with nonconflicting dates.
Delete the existing upcoming budget.
Set an end date for the open-ended budget that is before the start date of the budget you are creating.
End an active open-ended budget by assigning it an end date.