Budgeting for projects in Cerebro is a system to plan expenses for a specific task. You can specify budget for any task and keep records of related expenditures. These properties are summed up in the hierarchy of tasks. So, the budget of the project is equal to the sum of the budgets of all the tasks within. Costs are calculated similarly.
In the Task properties there is a Budget section, where you can specify the value of the tasks and maintain records of expenditure
Budget of a task is represented in Budget field, its value represented in conditional units. The Operating costs cell indicates the amount of funds spent on the current task.
The cell Total represents the sum of all planned and current expenditures, respectively.
To receive a report on the costs you have to press the “+” in the right side of the Budget panel:
After that, the panel will have additional tools for writing expense reports, i.e. compiling records of payments. The table displays a list of all payments related to the task.
Payment creation fields are located below the table. They are: Payment cost, date/time and comments. Once you fill out these fields, click the Send payment button.
The sum of all payments are in the Operating costs box, excluding the payments with the canceled status. If you want to cancel a payment record, click the right mouse button and select Cancel payment from the menu. You can also cancel the payment button Delete.
In Navigator, budgeting is represented by three columns - budget, costs and balance. These values are calculated as follows:
budget - planned total budget of a task and all its subtasks;
costs - the amount of current expenses for a task and all its subtasks;
balance - the difference between the budget and costs.
Note
Balance sheet in Navigator is different from the full balance sheet in Project Statistics, as full balance in the statistics is the difference between the budget and the full costs, which include the salary in addition to subtask budgets.