Phase Budget

Phase Budget in Zoho Projects lets you allocate a specific budget to each phase of a project, so spend can be tracked and compared stage by stage rather than only at project level.

What Phase Budget does

It lets you compare planned versus actual expenses per phase and monitor cost variance, so you can manage phase-level spending, set clear financial limits upfront, and direct funds to the phases that matter most. When a project’s budget type is set to Based on Phase, the overall project budget is calculated as the sum of all phase budgets.

How to set up Phase Budget

1. Open your project, go to the Phases tab, and click Add Phase in the upper-right corner (or edit an existing phase).
2. Enter the phase details.
3. Fill in the Phase Budget and Budget Threshold fields.
4. Click Add to save the phase.

Enabling phase-based budgeting for a project

When creating or editing a project, open the Budget section, select the Project Budget dropdown, and choose Based on Phase as the budget type.

Frequently asked questions

How does Phase Budget relate to Project Budget?

When a project’s budget type is set to Based on Phase, the project’s total budget is the sum of all its phase budgets.

Can I still add a phase without a budget?

Yes, the budget and threshold fields are only needed if you want to track spend at phase level.

Need help?

Need help setting up phase-level budgets in Zoho Projects? Contact support@thoughtlogik.com or see our Zoho implementation services.