Internal project budgets (internal services with default budgets)

Open up a project and then select "Logs"

You will then see an "hours" tab and an "expenses" tab. When on the hours tab, you will see"Internal Project Budgets"

As you can see, this project does not have a signed estimate.

In this example, the internal projects budgets are sales & marketing, new account admin, and other. The hours that you see in each category of the default hours for every project. Once and estimate has been created AND it has been signed, then you will see the contracted hours for each of the estimate components as well.

To change the default number of hours go to "Owner Settings" and select " Services"

You will then see a list of Estimate Services that are set up and active as well as All Project Budget Items.

Under All Project Budget Items click on the edit button for the item you would like to edit.

You can update the order that you would like the service to display. This must be 1 or greater otherwise the budgeted hours will not show up.

Do this for each "All Project Budget" Items.

Edit the "Service Name" if desired.

Toggle on or off whether you want the item to be:

Active & Available - this will show to your staff
Bill to Client - whether you will be billing the client directly for this
Track Via Hours - this will indicate whether you want hours booked against this
Track Via Expenses - this will indicate whether you want expenses tracked agains this (for example in the second illustration if you were to select the "expenses" tab

Add the "Direct Hourly Rate"

Add the "Budgeted Hours"

Then click on "Close"

NOTE: If making multiple changes you may need to click close more than once at the end. Your updates will then save

NOTE: Any existing project that you have will not be updated with these changes. Only new projects will receive the updates.