Adding budgeted expenses

Screen reference

Budgeted expenses should be created with enough information to support planning, forecasting, and later comparison against actual costs.

What you can do

• Select the project.
• Choose an expense category or product type when required.
• Enter expected amount, description, date, and relevant classifications.
• Review billable settings according to contract terms.

Environmental consulting example

Add a budgeted expense for “Soil laboratory analysis” during project setup.