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An Overview: Project Budgets
Quick Guide to Setup Budgets… Viewing Budgets… 3. Tracking Budget remaining while planning a project
Quick Guide to Setup Budgets via the CSV
Budget by Role Import / Export Budget by Phase Import / Export Budget by Phase and Roles… To set up your budget method via CSV, go to the Project CSV and choose one of the options in the Budget… Budget by phase and Budget by phase and role is available under Premium, Enterprise and Enterprise
Budget Methods
Budget by Roles… Budget by Phases… Budget by Phases & Roles
4 Aug '25 - Budget by Phase / Phases & Roles (Beta)
Previously, Runn only allowed you to set budgets by role
Setting Up Project Budget: Budget by Roles
1. Add Project Budget… 3a. Add Project Roles and Role Budget… 3b. Add Other Expenses Budget (Optional)
Import/ Export Budget by Phase and Roles
3. Importing Budget by Phase and Roles… right-hand corner, click Settings Click CSV ​ Click on the Projects Tab, expand Phase & Role Budgets
21 Apr '25 - New insights on Utilization Bands (Beta) and Capacity by Employment Type
Plan for growth, manage budgets, and keep the right balance between FTEs and contractors
An Overview: Tracking Non-Labour Expenses In Your Budget (Other Expenses)
option to add a budget for Other Expenses is only available when using the 'Budget by Role Only' method… You will have to add the amount back to the overall budget in the Budget Tab… the total expenses amount in the budget for Other Expenses Click Save Please note that the
Setting Up Project Budget: Budget by Phases (Beta)
For the Budget Method, select Phases ​ Add the total Project Budget to this field. ​… If you need to budget by hours, use Phases and Roles as the Budget method instead… When setting the Phase budget, please include the budget for other expenses items here
Setting Up Project Budget: Budget by Phases & Roles (Beta)
For the Budget Method, select Phases & Roles ​ Add the total Project Budget to this field… We currently do not support setting a budget for Other Expenses under this Budget Method… 2a. Add Project Budget