What is User Budget in Zoho Projects?

Estimated reading: 2 minutes 205 views

User Budget in Zoho Projects lets project managers allocate a separate budget to each team member on a project, so spending can be tracked and controlled person by person.

What User Budget does

It helps managers monitor and control expenditure by individual, so resources are used efficiently and budgets are not exceeded. Budgets can be tracked based on either a user amount or user hours, and individual user budgets are summed together and shown on the project dashboard.

How to set up User Budget

  1. When creating or editing a project, open the Budget section and select Based on User as the budget type. This enables a cost budget, revenue budget amount and hours to be assigned per user.
  2. Complete the remaining project details and click Add.

Creating a budget for a user

  1. Go to Projects and select your project.
  2. Click the Users tab in the top navigation.
  3. Click Add User in the upper-right corner.
  4. Enter the user’s email, role and profile.
  5. Specify the Budget and Budget Threshold.
  6. Select a Reporting Manager and click Add.

Editing a budget inline

  1. Go to the project’s Users tab.
  2. Switch the view to List from the drop-down.
  3. Click directly on any budget field for a user to edit their budget details.

Frequently asked questions

What is the difference between User Budget and Project Budget?

User Budget allocates a separate budget to each team member on a project, while Project Budget sets one overall figure for the whole project.

Can I edit a user’s budget after it is set?

Yes, switch the Users tab to List view and click directly on a user’s budget field to update it.

Need help?

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

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel