The budget in the To-Do list helps you to keep an eye on your costs. Reports are gradually deducted from the preset budget.
The captain or Admin of the project can set the budget.
You can create a new budget or edit the existing one in each To-Do list. Individual task reports deduct amounts from the adjusted budget
What is the budget of a To-Do list
The To-Do list budget makes it easier for you to have an overview of money and time resources for the project and the particular part.
Imagine the To-Do list as a campaign for your client where you have a € 10,000 budget. There are many tasks to be done in the campaign. Create a list of tasks for your team, assign the tasks to your colleagues or yourself and start tracking time. Over each task you can report time and costs. While working you can check how much money from the agreed budget is left.
That way you may find out that it is time to stop the campaign, or that there is still some to do something extra.
How to set up a budget for a To-Do list
There are two ways to set up a budget – when creating a new To-Do list or editing an existing To-Do list.
When creating a new To-Do list
You can create a new To-Do list in particular projects via the green plus button in section To-Do lists. Go to the project detail, find the section To-Do lists and add a new one. Enter the To-Do list name and Budget. Confirm by Save.
When editing an existing To-Do list
In already existing To-Do lists you can set up a new budget or edit it. Click the pencil icon on the right from the To-Do list name.
In the following form you can set the budget or edit it. Confirm via Save.
You can remove the budget just the same way.