Budgets let you set spending targets and track how much you've used against them.
Open Budgets and pick a Fiscal Year to see your totals — Total Budget, Total Spent, Committed, and Remaining — then use the % Utilized and Variance views to see how fast you're spending. Click any cell in the grid to drill into the transactions behind it, and export with Excel or Print.
Budgets have their own section of the Help Center, covering setup, project cost control, and more:
- Create a budget
- Understanding your budget dashboard
- Understanding committed vs actual spend
- Track project and portfolio costs
Note: Budgets is a web feature.