Budgets in To-Do lists help you to be aware of the costs and expenses related to your projects. Cost reports are gradually deducted from the preset budget.
Only the captain or the Admin of the project can set and change the budget.
You can create a new budget or edit an already existing one for each To-Do list. Based on task reports, corresponding amount will be deducted from the budget.
What is a budget of a To-Do list
A budget in a To-Do list makes it easier for you to have an overview of money and time resources for the project and the particular To-Do list.
Imagine a To-Do list which is a campaign for your client where you have a € 10,000 budget. There are many tasks to be finished in regards to the campaign. Create a list of tasks for your team, assign the tasks to your colleagues (or yourself) and start tracking time. You can report time and costs in each task. While working on the campaign, you can check how much money from the agreed budget there is left.
That way, you can find out when it is the right time to stop the campaign and whether there is still some money left to further invest in the campaign.
How to set a budget for a To-Do list
There are two ways how to set a budget for a To-Do list – when creating a new To-Do list and when editing an already existing one.
When creating a new To-Do list
You can create a new To-Do list in a particular project via the green Add To-Do list button in the section Tasks. Go to the project detail, find the section Tasks and add a new To-Do list. Enter its name and set the Budget. Confirm by clicking Save.
When editing an already existing To-Do list
In an already existing To-Do list, you can set a new budget or edit it. Click the pencil icon right from the To-Do list name.
In the following form, you can set the budget or edit it. Confirm by clicking Save.
You can remove a budget of a To-Do list exactly the same way.
How to set a time fund for a To-Do list
You can set the Time fund only if you are the Captain or a Project Manager. Similarly to the To-Do list budget, you can change it during creating or editing it.
When editing an already existing To-Do list
Hover over the To-Do list name and press the pencil icon that will pop up. Clicking the icon will open a modal window with all the parameters of the To-Do list where you can also find the time fund. In the time fund field, you can change the value from zero to a specific number you want to set for the To-Do list. Save the change by clicking the green button.
Where to find remaining budget and time fund
When you hover over the clock or finance icon, a text box will appear. In there, you will see how much budget and time fund you have left for the particular To-Do list.
