The Services tab gives you a complete overview of all services added to a budget or deal, from their estimated time and cost to how much has been worked, billed, or scheduled.
It’s where financial and planning data meet, helping you monitor how your services perform against planned values in real time.
👉 If you’re looking for instructions on how to add or configure services themselves, check out Adding Services to a Budget and Adding Services to a Deal.
The Services tab is fully customizable. You can choose how to display data related to your services—such as tracked time, expenses, and bookings in the Resource Planner—using either:
Default views (ready-made starting points), or
Custom views (your own field combinations).
Views can be private or shared, and are managed separately for client budgets, internal budgets, and deals.
Default Views
Each module (client budgets, internal budgets, and deals) comes with built-in default views that highlight the most common service data. You can adjust fields, rename views, and save them for later use.
Client budgets → Budgeting, Profitability, Planning views
Internal budgets → Default and Planning views
Deals → Default and Planning views
1) Client Budgets
Budgeting View – Focused on budget allocation and usage. Includes fields like budgeted time, billable time, price, budget remaining, and budget usage %.
Profitability View – Highlights financial performance. Includes estimated time usage, revenue, cost, profit, and margin. (Visible only to users with the View profitability permission).
Planning View – Helps you schedule resources. Includes estimated time, scheduled time, left to schedule (compares scheduled and estimated time), and percentage scheduled.
2) Internal Budgets
Default View – A balanced set of fields (estimated time, budget totals, costs, budget usage %).
Planning View – Scheduling-oriented, showing estimated and scheduled time, left to schedule, and percentage scheduled.
3) Deals
Default View – Includes service basics like quantity, price, budget total, projected revenue, worked time, and cost.
Planning View – Same scheduling fields as other modules (estimated, scheduled, left to schedule, % scheduled).
Custom Views
You can create fully tailored views by selecting fields such as:
Time: Worked, Scheduled, Estimated, Billable, Budgeted.
Financials: Quantity, Price, Cost, Budget total/used/remaining.
Service details: Descriptions, service-level custom fields.
When saving:
Save changes updates the current view.
Save as creates a new view without altering the original.
Sharing and Permissions
Views can be:
Private (visible only to you).
Shared (visible to all users with access to budgets).
📌 Views are accessible across the same type of budget or deal:
Client budgets → client budget views are available in all client budgets
Internal budgets → internal budget views are available in all internal budgets
Deals → deal views are available in all deals
User permissions still apply. Even if you share a view with financial fields, users without the right permission won’t see restricted columns.
Profitability fields (Cost, Profit, Margin) → require View profitability.
Billable fields (Price, Quantity, Discounts, Billable time, Budget totals) → require View billable details.
Default access:
Admins, Profitability Managers → profitability + billable.
Managers → billable only.
Coordinators, Staff → neither.
📌 To check or adjust a user’s permissions:
Resourcing > Employees > Profile > Info tab.
Or Settings > Permission Builder for detailed sets.
Custom Permission Sets
If you need a more tailored setup, you can create custom permission sets.
This is useful if you want to give certain team members access to specific financial details, such as billable data but not profitability metrics, without granting them full manager-level visibility.
Example Custom Views
Over-Budget Risk View → Add Budget total, Budget used, Worked time, Billable time, and Budget remaining. Sort by Budget remaining (ascending). This helps spot services at risk of overspending.
Including Service Descriptions and Custom Fields → Add the Description field to show the scope and purpose of each service directly in the table, improving team context. You can also add service-level custom fields (e.g. categories, complexity level) to capture additional details that aren’t available in default columns. This makes it easier to tailor views to your team’s specific needs.
