Budgets and projects

Start here: Understand budgets

Compare monthly revenue and expense plans with posted activity and understand budget statuses.

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Budgets

• Create a budget
• Import a budget from the template
• Edit, approve or lock a budget
• Compare a budget with actuals
• Export a budget

Projects

• Understand project tracking
• Turn on project tracking
• Create a project
• Edit or archive a project
• Assign invoices and bills to a project
• Review a project's details
• Use the project overview dashboard
• Read project profitability reports
• Review outstanding project work