What | Task list budgets track the
smaller
chunks of work on your projects
and roll up to the overall project
budget. |
Why |
|
Who |
|
When | A project manager wants a
more detailed look into
budgets and how they are
tracking.
|
What | Task list budgets track the
smaller
chunks of work on your projects
and roll up to the overall project
budget. |
Why |
|
Who |
|
When | A project manager wants a
more detailed look into
budgets and how they are
tracking.
|
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.

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.
|
Progress | Bar visual indicating
the numeric and
percentage amount of
the budget currently
used.
|
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.
|
Progress | Bar visual indicating
the numeric and
percentage amount of
the budget currently
used.
|
Create a task
list
budget
- Select the Budgets tab
in the Finance
area of your project.
- Click Assign task list budget at the top of the panel (visible when at least one task list budget exists).
- Alternative scenarios:
- No existing task list budgets — click Add task list budget.
- No existing project budget — click Add project budget.
- No existing task lists — click Add task list.
- Enter the budget value in the field beside the relevant task list.
Edit a task list
budget
- Click Assign task list budget in the
top right
of
the task list budgets panel to open
the task list budgets window.
- Enter a new budget value for one of the individual task list budgets.
- Click Save.
Delete a task
list budget
- Hover over the task list budget row in
the task list budgets panel.
- Click the trash can icon on the right.
- Click OK in the confirmation
window.
Another
option…
You can also create and manage task list
budgets in the following areas:
- Add/Edit Task
List window > Budget tab
- Create/Edit
Project Budget window > Add
task list budgets button
- Task list options menu > Add task list
budget
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.