Budgets

Configure your custom account code structure to match your accounting needs. Add or import your account codes and then use them on project forms.

Import your original budget information via spreadsheet or integration. Lock your budget so no changes can be made except through amendments.

Track every change that gets applied against your budget through budget amendments. Values can be updated from pending to approved and apply to your reports.

Integrate ProjectTeam.com with your current accounting solution to streamline daily tasks and eliminate double entry. Integrations can be bi-directional.

All budget data collected on your projects can be included in detailed reports and dashboards. Highlight critical items, missing data, and forecasts.

Build upon standard fields to track all budget-related data. Add your own custom fields to track business-critical data and assign field-level permissions.

Configure step-by-step workflows to route budget items to the appropriate team members at the right time. Each workflow shows a visual chart and detailed notes.

Configure print templates and print custom budgets to match your company styles and standards. Any custom fields added to your forms can also be included.