When working in Resource Planner > By Budget/Deal, each budget or deal has a timeline track displayed on its row, showing its full duration above bookings.
This gives you a quick visual overview of how the budget or deal spans across your planning period.
Track Duration
The track spans the full start-to-end date of the budget or deal. If a budget or deal doesn't have an end date, the track extends indefinitely.
Color Coding
Color coding helps you identify budgets and deals at a glance:
Blue — Budgets
Yellow — Deals
Recurring Budgets
If you're working with recurring budgets, future iterations will appear in the same row as part of the timeline, so you can plan across budget cycles without losing context.
Usage Indicators
The track highlights how much of the budget or time has been used compared to the estimate.
You can customize what the track shows using Budget Indicators: accessible via the gear icon in the top-right corner of the Resource Planner. Options include:
Show indicators: turns on/off the track overlay entirely
Time Usage: shows scheduled vs. estimated time
Budget Usage: shows spend vs. budget total
Hover Details
Hovering over a budget or deal track reveals helpful details depending on your settings, including:
Start and end dates (or just one if both are not set)
Estimated time or budget total
Forecasted billable time/budget used
Current billable time/budget used
Future scheduled time/budget usage
