Budget Estimator
Create and manage comprehensive budgets for projects with automated estimation tools.
What is Budget Estimator?
Budget Estimator helps you plan and track financial aspects of projects across three key areas:
CapEx (Capital Expenditure)
One-time investments in physical assets:
- Construction - Building, renovations, structural work
- Equipment — Furniture and equipment
- Technology — IT systems, software licenses, infrastructure
- Setup & Launch — Initial setup costs
OpEx (Operational Expenditure)
Recurring operating costs:
- Salaries & Wages - Staff payroll
- Utilities - Electric, water, internet
- Supplies - Cleaning, office, consumables
- Maintenance - Ongoing repairs and upkeep
Service Revenue
Income generated from services:
- Consulting Fees - Professional services
- Management Fees - Ongoing management contracts
- Other Revenue - Additional income streams
Key Features
| Feature | Description |
|---|---|
| Budgets | Create detailed financial plans with line items |
| Budget Catalogs | Reusable libraries of budget items |
| Budget Blueprints | Templates for standardized budgets |
| Budget Rules | Automation for calculations and triggers |
| Approvals | Review and approve budget requests |
| Bulk Delete | Select multiple budget records in the dashboard to remove them at once (requires write permission) |
Documentation
Understanding Budgets
Learn budget basics
Creating a Budget
Your first budget
Budget Catalogs
Use reusable item libraries
Budget Blueprints
Create templates
Budget Rules
Automate calculations
Budget Approvals
Approval workflows
How It Works
| Step | What You Do |
|---|---|
| 1 | Create a budget for your project |
| 2 | Add line items (costs, quantities, rates) |
| 3 | System calculates totals automatically |
| 4 | Submit for approval |
| 5 | Track actuals against budget |
Next Steps: Understanding Budgets · Creating a Budget