When setting up your budget in the Simple Budget Editor, you'll find three types to choose from:
Non-billable budgets.
What sets the Non-billable budget apart is that it's geared towards tracking hours for activities and tasks that won't be billed to clients.
As such, they only incur costs but are still vital in project and budget management as they allow you to track time spent on non-billable activities, as well as plan your resources accordingly.
Here are the options you can choose from:
Total hours per budget
This option lets you allocate an estimated total of hours for the entire budget, spread across all team members.
Hours per person
Estimate hours for each individual team member for a specific service. Only the assigned person can log hours against it.
Hours per service
This option helps you estimate hours for a particular service, allowing multiple team members to log hours against it.
Disabling booking and time tracking options for services
You can enable or disable time tracking and booking options for individual services in your budget.
To do this, open the three-dot menu next to the service name and select Disable. This will remove the service from time tracking and the Resource Planner.
📌 Note: If the Disable button is grayed out, the service is missing required information—such as a service rate or an assigned person.
After saving the budget, you can always re-enable time tracking and booking by editing the budget, accessing the same menu, and selecting Enable, then saving your changes.