How do I view project budget information?

Updated on September 12, 2016 10:51PM by Admin

To know the project budget, you need to navigate into a particular project's "Budget" tab. You can also change the project billing method from "Budget" tab.
Note: If you can not find the "Project Budget" tab in project view page, check with your administrator whether you have the role to access "Budget" tab.

Steps to view project budget

  1. Log in and access Projects App from your universal navigation menu bar.
    projects
  2. Click on "Show All" from the left navigation panel.
  3. Select a project by clicking on “More Details” icon.
    More details
  4. You can view the project overview page, click on "Budget" tab.
    budget tab
  5. You can view “Project Budget” with following information:
    • Billing method - Billing method of the project.
    • Project total fee - This field will be accumulated based on billing method.
    • Amount invoiced - If the customer has been invoiced for this project partially then you can view the amount invoiced in this field.
    • Amount to be invoiced - This shows the amount yet to be invoiced for this project.
      project budget information

Note: You can also edit and update project billing method. Please follow this help guide for more information: https://www.apptivo.com/answers/questions/12447/how-do-i-change-the-billing-method-of-the-project

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