Time Estimates on Budgets

Learn how to use time estimates on Budgets

Updated over a week ago

When you're creating a budget, it is useful to add a time estimate that will tell you are you on track with delivering the service. 

If you can't see the Estimate column, just enable it via the menu icon next to your service group:

Only the project manager and the administrator can see the estimates in the budgets, but you can enable estimates to be visible to other teammates when logging time.

Estimates will be visible for teammates who have time access:

  • Staff (with time access)

  • Coordinators

To enable estimates in time tracking, go to Settings > Addons > Time Tracking Estimate.

Tip: Clients can't see estimates anywhere in the app unless it is a sales proposal that you will send to them as a document. 

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