A budget defines how the workflow will be billed and what its target profitability looks like. Setting it up front means the workflow vs actual comparison, the profitability reports, and the invoicing flow all have the right numbers from day one.

  1. Open the workflow.
  2. Click the Time & Billing tab.
  3. Click Configure Budget & Fees (gear icon).
  4. Choose a budget type:
  • Fixed Fee — a flat amount agreed for the engagement. Time logged contributes to actuals but does not change the billable value.
  • Hourly Rate — billed by time logged. Set an estimated hours figure so you can compare against actuals.
  • Client-Specific Fee — uses a per-client rate or amount you have configured on the client's services.
  • Non-Billable — internal work that is not billed.
  1. Enter the budget amount and currency.
  2. For Hourly Rate, set the estimated hours target.
  3. Click Save.

The Time & Billing tab updates to show progress: hours logged vs estimate, amounts vs budget, and whether the workflow is on track, ahead, or over.

Tip: Defaults come from the service (Settings > Services) and the client's per-service settings. Set sensible defaults there to avoid configuring the budget on every workflow.

Note: Once invoices have been created from the workflow, the budget type cannot be changed without first deleting or voiding those invoices.