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April 20, 2022
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Is it possible to set up budgets within projects? We are a charity and have various funding which I'm putting into projects but each fund has its own various budgets.

  • April 20, 2022
  • 1 reply
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Best answer by GeorgiaC

Hi sara-eyst-org-uk, thanks for joining us here on the Community 🙂

 

You can create a budget for a project(s), however the data within will not flow into the project feature. To consolidate your projects budgets, follow these steps:
 

  1. Select Cog > Under Tools select Budgeting.
  2. Select Add budget.
  3. Input the budget name and select the relevant Fiscal Year and Interval.
  4. In the Subdivide by drop-down menu, select Customer.
  5. A new Add subdivided budget for will appear. Here you can select the projects you wish to budget for.
  6. Select Next.
  7. Input the data for the first project.
  8. Select Save.
  9. On the top left corner, change the project in the View budget for drop-down menu.
  10. Input the data for the second project.
  11. Select Save.
  12. Repeat steps 10 to 12 and as needed.
  13. Select Save and close.

1 reply

GeorgiaCAnswer
April 20, 2022

Hi sara-eyst-org-uk, thanks for joining us here on the Community 🙂

 

You can create a budget for a project(s), however the data within will not flow into the project feature. To consolidate your projects budgets, follow these steps:
 

  1. Select Cog > Under Tools select Budgeting.
  2. Select Add budget.
  3. Input the budget name and select the relevant Fiscal Year and Interval.
  4. In the Subdivide by drop-down menu, select Customer.
  5. A new Add subdivided budget for will appear. Here you can select the projects you wish to budget for.
  6. Select Next.
  7. Input the data for the first project.
  8. Select Save.
  9. On the top left corner, change the project in the View budget for drop-down menu.
  10. Input the data for the second project.
  11. Select Save.
  12. Repeat steps 10 to 12 and as needed.
  13. Select Save and close.