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How do I create a budget?

On the Budgets page, choose the project, click Add Budget, fill in the details and click Create.

Before you start​

  • The project must already exist.
  • You need an admin role that can manage budgets. Project member users don't see the Add Budget button.
  • The Budgets feature must be switched on for your organisation.

Steps​

  1. In the left menu, under Finance, click Cost Management, then Budgets. In some accounts, Budgets is directly under Finance.
  2. Click the Project: button and pick the project. Type in Change Project... to search.
  3. Click Add Budget at the top right.
  4. Fill in Budget Name (2 to 50 characters), Quantity (expected work hours), Unit Cost (hourly rate), Start Date, End Date and Status.
  5. Optionally, add a Description, Opening Amount, Opening Hours, and turn on High Risk Work if the work involves risk.
  6. Click Create. You'll see Budget created successfully.

Choosing a project with the Project picker on the Budgets page

Good to know​

  • Opening Amount and Opening Hours are money spent and hours worked before you started tracking in Swift Checkin.
  • Quantity and Unit Cost can't be changed after the budget is created. If the work changes, add a change order. See How do I add a variation (change order)?
  • You can also create a budget when you create a project, by turning on Include Budget. See How do I create a project?

If something goes wrong​

  • A message appears under a field: a required field is empty or the name is too short. Fix it and click Create again.

All budget questions

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