✔️  Available on Scale subscriptions 1

What
Task list budgets track the smaller chunks of work on your projects and roll up to the overall project budget.
Why
  • Budget at a more granular level
  • Allocate time or financial resources more effectively
  • Budget based on categories of work
Who
  • All site admins and project admins
  • Standard users and client users with permission to:
    • View project budget (grants read-only access to budgets)
    • Manage project budget (ability to create, edit, and delete budgets)
When
A project manager wants a more detailed look into budgets and how they are tracking.
  • Example: Your project has task lists for marketing, product, and design. By assigning budgets to each list, you can see how each department is tracking against budget.
What
Task list budgets track the smaller chunks of work on your projects and roll up to the overall project budget.
Why
  • Budget at a more granular level
  • Allocate time or financial resources more effectively
  • Budget based on categories of work
Who
  • All site admins and project admins
  • Standard users and client users with permission to:
    • View project budget (grants read-only access to budgets)
    • Manage project budget (ability to create, edit, and delete budgets)
When
A project manager wants a more detailed look into budgets and how they are tracking.
  • Example: Your project has task lists for marketing, product, and design. By assigning budgets to each list, you can see how each department is tracking against budget.

Before you start

You need to set a project budget and have at least one active task list on a project before you can create task list budgets.

Task list budgets are:
  • Unique to their associated project budget.
  • Directly linked to their project’s overall budget.
    • They Inherit the budget type (financial or time) from the parent budget and this cannot be overridden.
  • Not carried over to future repeats of a recurring project budget.
The combined total value of task list budgets within a project must be less than or equal to the project's overall budget.

Explore task list budgets

View and manage task list budgets from a project's Finance > Budgets section.

The task list budgets panel shows all of a project’s existing task list budgets.
  • Task list budgets are displayed in the same order as on the List and Table views.
  • View budget time logs opens the time logs window and shows all time logs associated with active budgets.
  • Assign task list budget opens the task list budgets window where you can modify each budget's value.
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For each task list budget row, the following details are displayed:
Task list
Clicking the task list name opens a quick view panel detailing the associated tasks.
Budget
Overall budget value set for the task list.
  • Click the current value to activate edit mode and update the amount.
Progress
Bar visual indicating the numeric and percentage amount of the budget currently used.
  • Hover over the field to see the full budget breakdown: total, used, and remaining budget.
Task list
Clicking the task list name opens a quick view panel detailing the associated tasks.
Budget
Overall budget value set for the task list.
  • Click the current value to activate edit mode and update the amount.
Progress
Bar visual indicating the numeric and percentage amount of the budget currently used.
  • Hover over the field to see the full budget breakdown: total, used, and remaining budget.


Create a task list budget

  1. Select the Budgets tab in the Finance area of your project.
  2. Click Assign task list budget at the top of the panel (visible when at least one task list budget exists).

    1. Alternative scenarios:
      1. No existing task list budgets — click Add task list budget.
      2. No existing project budget — click Add project budget.
      3. No existing task lists — click Add task list.
  3. Enter the budget value in the field beside the relevant task list.

Edit a task list budget

  1. Click Assign task list budget in the top right of the task list budgets panel to open the task list budgets window.
  2. Enter a new budget value for one of the individual task list budgets.

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  3. Click Save.

Delete a task list budget

  1. Hover over the task list budget row in the task list budgets panel.
  2. Click the trash can icon on the right.

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  3. Click OK in the confirmation window.

Another option…

You can also create and manage task list budgets in the following areas:

View time logs

Click View budget time logs to open the time logs window showing all time logs associated with active budgets. In the time logs window, you can interact with the following:
  • Time period dropdown: Set the timespan of time logs you wish to view.
  • Filters button: Access and set additional filters based on:
    • Teams, users, companies, or billable/non-billable time.
  • Billable checkboxes: Update the billable status of individual time logs. (Billed entries cannot be edited)
  • Individual time logs: Hover and click the edit pencil to update the time log.

Best practices

  • Budget work upfront: Create a project budget to account for all works to be done.
  • Organize: Set a child budget for each task list to create more granular control.

1. Also available on legacy subscriptions: Enterprise.