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Budget vs Actual
Track burn rate and forecast budget risk per project
What you'll learn
- How budget burn is calculated
- What the forecast date means
- How to spot budget risk early
Set the Budget First
- Set budget hours and/or budget amount on each project.
- Budgets can be updated anytime without affecting history.
- Budget alerts show at 80% usage or higher.
Read the Report
1
Go to Reports → Budget vs Actual.
2
Confirm the date range.
3
Look for At Risk or Over Budget badges.
💡 Pro Tip
Forecast dates estimate when the budget will be exhausted based on recent burn rate.