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Overview

The Budgets module enables you to create, track, and manage financial budgets for your clients. Define budget allocations, monitor spending, and ensure projects stay within financial constraints.

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Key Features

Budget Creation

Create detailed budgets with line items and categories

Product Catalog

Maintain a catalog of products and services

Budget Templates

Save and reuse budget templates

Company Budgets

Manage budgets per client company

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Budget Management

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Creating Budgets

1

Navigate to Budgets

Access the Budgets module from the sidebar
2

Click New Budget

Start creating a new budget
3

Configure Budget Details

  • Budget name and description
  • Budget period (monthly, quarterly, annual)
  • Total allocation
  • Company assignment
4

Add Line Items

Add products/services with quantities and costs
5

Save Budget

Save as active or draft

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Budget Components

  • Header Information: Name, period, status
  • Line Items: Individual products/services
  • Categories: Grouping for organization
  • Totals: Calculated totals and remaining budget
  • Notes: Additional context and documentation

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Product Management

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Product Catalog

Maintain a centralized catalog of products and services:
  • Product name and description
  • SKU/Part numbers
  • Unit pricing
  • Categories
  • Vendor information

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Adding Products to Budgets

  1. Select from product catalog
  2. Specify quantity
  3. Apply any discounts
  4. Calculate line total
  5. Add to budget

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Budget Templates

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System Templates

Pre-configured templates for common scenarios:
  • Standard IT Support Budget
  • Project Implementation Budget
  • Infrastructure Refresh Budget
  • Security Enhancement Budget

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Custom Templates

Save your budgets as reusable templates:
  • Preserve line item structure
  • Include standard allocations
  • Apply to multiple companies
  • Quick budget creation

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Company-Specific Budgets

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Budget Assignment

Assign budgets to specific companies:
  • One budget per period per company
  • Multiple budget types per company
  • Budget versioning and history

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Budget Comparison

Compare budgets across:
  • Different periods
  • Multiple companies
  • Budget vs. actual
  • Year-over-year analysis

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Budget Tracking

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Status Management

Budget under development

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Monitoring

  • Real-time budget utilization
  • Alert thresholds
  • Spending trends
  • Forecast projections

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Editing Budgets

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Budget Modifications

Edit existing budgets with:
  • Version control
  • Change tracking
  • Approval workflow
  • Historical comparison

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Adjustment Types

  • Add/remove line items
  • Adjust quantities
  • Update pricing
  • Reallocate between categories

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Reporting

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Budget Reports

Generate comprehensive budget reports:
  • Budget summary
  • Detailed line items
  • Utilization metrics
  • Variance analysis

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Export Options

  • PDF for client presentation
  • Excel for detailed analysis
  • CSV for data integration

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Best Practices

Review budgets monthly to track utilization
Create templates for standard service packages
Share budget status during quarterly reviews
Set alerts at 75% and 90% utilization

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Permissions

Budget module permissions:
  • read_budgets - View budgets
  • create_budgets - Create new budgets
  • edit_budgets - Modify existing budgets
  • delete_budgets - Remove budgets
  • approve_budgets - Approve budget proposals