Financial & Reporting
Budget Management
Set budgets, track costs, and monitor financial health.
Budget Management
Setting Up
- Open a project and go to the Budget tab
- Set the total budget amount
- Add budget lines by category (labor, infrastructure, etc.)
- Log cost entries as expenses occur
Financial Health
- On Track: ≤80% budget utilization
- At Risk: 80-100% utilization
- Over Budget: >100% utilization
Forecasting
The system calculates EAC (Estimate at Completion), CPI (Cost Performance Index), and burn rate to predict future spend.
Tags
budgetcostsfinancialtracking
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