1. Open the workflow detail page.
  2. Click the Time & Billing tab.
  3. Click Set Budget.
  4. Choose the budget type:
  • Fixed Fee: set a fixed amount for the entire workflow
  • Hourly Rate: set an hourly rate with estimated hours
  • Non-Billable: no billing associated
  1. Enter the budget amount.
  2. Click Save.

The budget progress bar updates as timesheets and expenses are logged.