Managing Budgets and Grants
How to create budgets, add grants, link projects, and monitor hour consumption.
Creating a Budget
Navigate to the Budgets page and click "Add Budget". Enter a name, start and end dates, and optionally add notes. You can choose whether to allow hours to exceed the granted amount.
Adding Grants
A budget can have multiple grants (hour allocations). Each grant has a number of granted hours, an effective date, and an optional reference number. This is useful for multi-year grants or budgets that receive extensions.
Linking Projects
Link one or more projects to a budget. All hours logged to linked projects count against the budget allocation. You can link and unlink projects at any time.
Monitoring Usage
The budget detail page shows a usage progress bar with approved and pending hours. The forecast chart projects your end-of-year consumption based on current pace. Status indicators tell you whether you are on track, ahead, or behind pace.
Usage by Project
See how hours are distributed across linked projects with a breakdown showing each project's contribution to the total budget consumption.
Monthly Usage Chart
A monthly bar chart reveals seasonal patterns in your team's time consumption, helping you plan ahead and avoid end-of-year rushes.