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Budget Guide

The Budget tab lets you create line-item costs grouped by task with automatic subtotals and indirect cost calculations.

Adding Budget Items

  1. Switch to the Budget tab.
  2. Select a task from the dropdown (tasks are created in the Scope tab).
  3. Fill in:
  4. Item name — e.g. "Field Technician (80 hrs)"
  5. Cost/Unit — e.g. 45.00
  6. Units — e.g. 80
  7. Click Add Item.

The item appears under its task group with a calculated total.

Editing & Deleting

  • Click the pencil icon on any item to edit its fields inline.
  • Click the trash icon to remove an item.

Indirect Costs

Below the item list, set Indirect Costs (%) — e.g. 15 for 15%. The indirect amount and total with indirect are calculated live.

Budget Description

Check Show budget description to display a text block below the budget table in previews and exports. Useful for explaining assumptions or exclusions.

Downloading the Budget

In the preview or export, the budget table renders grouped by task with subtotals and the grand total.