The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Keep a budget tracked on your Tickets for a real-time cost comparison of the time and money tallied as staff do their work, seeing how much time and money you are spending on individual clients, and allowing you to have higher-level discussions on where you can best allocate your resources.
Using this guide, you can:
Having a budget on a Ticket is optional. They are useful for quoting ad-hoc services, or small quoted sets of work. A user may be able to set the budget and rate when creating the Ticket, but you can always add/edit the budget afterward as well.
To edit the budget:
Once you save the budget, you will see more information under the Budget & Work section on the left-hand side of your Ticket:
Ticket Budget: May include hours, monetary value, or both, depending on the budget type you selected. The Circle will slowly fill in as work is logged. It will remain Green when it is on target, but once it is over budget, a red circle will slowly fill.
Billing Rate - The current rate applied. If you have changed rates, the budget will adapt moving forward. This will not change the rate retroactively for previous work done.
Current Tasks - The number of Tasks that have been completed out of the total number of Tasks created against the Ticket. The circle will slowly fill in as the number of completed tasks approach the number of Tasks under the Ticket.