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Project Budgets

Overview​

In the Projects module, the Budgets tab is part of viewing Project Details. This area is available alongside other project tabs such as Overview, Tasks, Timesheets, Travel, Notes, Contacts, and Expenses.

How to access​

  1. In the Compass sidebar, click Projects.
  2. View Project Details for a project.
  3. In the project tabs, click Budgets.

Key features​

  • View Project Details using the project tab labeled Budgets.
  • Work with project information that includes Budget Status and Latest Budget Updates.
  • Budget and allocation-related fields may be available on a project, including:
    • Desk Time must Allocate to Budget
    • Travel Expenses must Allocate to Budget
    • Travel Time must Allocate to Budget
  • Budget-related totals may be available on a project:
    • Total Expenses
    • Total Billable Expenses
    • Total Non-Billable Expenses

Field descriptions​

  • Budget Status: A project field that shows the project’s budget status.
  • Latest Budget Updates: A project field that shows the latest budget updates for the project.
  • Desk Time must Allocate to Budget: A project setting field related to whether desk time must allocate to a budget.
  • Travel Expenses must Allocate to Budget: A project setting field related to whether travel expenses must allocate to a budget.
  • Travel Time must Allocate to Budget: A project setting field related to whether travel time must allocate to a budget.
  • Total Expenses: A project total field for expenses.
  • Total Billable Expenses: A project total field for billable expenses.
  • Total Non-Billable Expenses: A project total field for non-billable expenses.