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Budgets Settings

Updated Oct 26, 20261,235 viewsView on usehalo.com
  • Project
  • administrator
  • budjets
  • rates

Configuration > Project Management > Budgets

Related Guides:

FieldTypeDescription
Budget Type Name
Free TextDetermines the Budget Type name, returned throughout the UI
Default Rate (hrs)
DecimalDetermines the (internal) hourly rate to use for a Budget of this type. Used as a means of calculating Project costs.

Note: Set to 0 to disable
Charge RateSingle SelectOnly applicable if "Use Charge Rates instead of Budget Types" is set in Configuration > Billing > General Settings > *Charge Type Settings Dropdown*.

Note: The Budgets Module must be enabled for the billing setting to show.

When applied, the charge rates will be used instead of the budget type, and there will be a field shown on the budget type where you can attach a charge rate to it. You also don't have to set a budget type on tasks when this setting is applied. If a charge rate is added to an action on a task, the corresponding budget time will be updated to match the time taken for that charge rate, if it is associated to the budget type.

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