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Budget, time and fees on a job

LiveFor: Manager

Add a budget estimate, log time, start a timer and set fees.

The Time & Budget tab compares what a job was meant to take with what it has taken.

A job's Time and Budget tab with Add Budget Estimate, Add Expense, Add Time Entry and Start Timer buttons, the Budget Overview, Budget by Role and the Time Entry Report.
Time & Budget.
  • Add Budget Estimate: for a Team Member or Role, the Task Type, Hourly Rate and Estimated Time.
  • Add Time Entry logs time to the job; Start Timer times it as you go.
  • Budget Overview shows Budget, Actual and Remaining, and the fees; Fee Settings sets the Fee Type and a Fixed Fee.
  • Budget by Role breaks the budget down by role.
  • Time Entry Report lists every time entry on the job.

BMS warns when a job goes over budget.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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