Within Teamwork, you can set a time-based budget for your project.

Note: Project budgets are available on per-user Premium/Grow subscription plans and above.

Project budgets will only be accessible when the Time feature is enabled for a project.

  • Only project administrators and site administrators can create project budgets via the project settings area.
  • Standard users with permission to manage the project's budget can set a budget via the Dashboard Summary.
  • Collaborators cannot set or manage project budgets.

Creating a time budget via the project settings


Go to the Settings tab of your project and select the General subsection.

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Under the Project Budget section, click the Add a budget option.

Note: Each project can only have one active project budget at a time.

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If an existing budget is set, click the three dots in the top right and select Add New Budget from the dropdown.

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A pop-up modal will open where you can set the budget information. Select Total hours from the budget type dropdown.

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Using the Hours and Minutes fields, you can manually set the time-based target for the budget.

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Start and end dates

Below the budget type field, you can click Add start and end dates to apply your budget to a custom period.

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Repeating budgets

To set the budget to repeat, select the checkbox to the left of the repeats option and choose a timeframe from the associated dropdown. Budgets can be set to repeat every week, month, or custom period (every x days, weeks, or months).

Note: A budget start date is required when setting a budget to repeat.

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Usage

Budget usage can be set as based either on:

  • Billable time - time logged that can be charged out to clients.
  • Non-billable time - time logged that cannot be billed or expensed to clients.
  • All time - all time logged (billable and non-billable)


Notifications

The budget notifications option allows you to send alerts to specific project members in the lead up to the project budget being reached. For each notification you set, you can choose:

  • Recipient(s) - select one or multiple project members to receive the notification.
    • Clicking the current assignee field will open a modal where you can pick individuals, teams, or companies.
  • Notification type - email, or mobile push notification.
  • Budget usage % - once the budget exceeds this % of total budget, the notification will be sent.

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Once you have filled out the relevant details for your budget, click Create Budget to apply it to your project.

The budget details will be displayed in the Project Budget section of your project settings.

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Creating a budget via the project dashboard


You can also set a budget via the Summary tab of the project's Dashboard area.

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Near the bottom of the Summary tab, you will see a Project Budget section. If there is no existing budget for the project, click the Add a budget option.

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If there is an existing budget, click the three dots at the top of the Project Budget panel and select Add New Budget from the dropdown.

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For more information, see: Managing Project Budgets