Within Teamwork, you can view the
current usage of active budgets across your
projects in a number of ways.
Note: Project budgets
are available on per-user Grow/Premium
subscriptions and above.
Project header
When viewing an individual
project,
a visual indicator of the current budget's
usage will be displayed to the right of
the
project name.
This will be visible to site
administrators, project administrators,
and users with the project permission to view project budget.
Hovering over it will give you a
breakdown of the budget details with an option
to edit the budget.
Dashboard Summary
In
the Summary subsection of
a
project's Dashboard area, the current
active
budget will be displayed in a panel.
This will be visible to site
administrators, project administrators,
and users with the project permission to view project budget.
The Project
Budget panel shows a
breakdown of used and remaining time
or money as well as budget dates and
notifications.
You can also see an
additional Budget
History panel here which
details a timeline of previous budgets
on the project.
Projects list view
A Budget column is
included in the List subsection of
the
main Projects area. This column uses a
traffic
light color system to show how budget
usage on
each project is tracking.
For each project where a budget
is
set, you will see the current usage
percentage
and time or money remaining. If the budget
is
running over, you will see how much over
budget it is.
- Site administrators will see the
budget information for all
projects.
- Other users will only see budget
information for projects where they
are either a project administrator or
where they have the project permission to
view project budget.
Budgets area
You can go to the dedicated Budgets area of the Finance tab to view the budget usage.
This area as accessible to site administrators, project administrators, and users with the project permission to view project budget.
In the Project budget panel, you will see a timeline graph showing the increase in budget usage over time. Below the graph, you can also see the usage bar detailing the quantity and percentage amount of budget already used and remaining.
Project settings
Go to the General tab
of the
relevant project's settings and scroll
to
the Project
Budget panel.
Note: This area is
accessible to site administrators and
project administrators.
The budget panel displays the total
budget value (time or financial),
percentage
currently used, and remaining
allowance.
Budget dates, repeat frequency, and
notifications will also be
displayed.
For more information, see: Setting a Project
Financial Budget