How to Use the Task Budget Tab in Project Insight

Project Managers can use the Budget tab on the detailed task view to review task-level budget information.

The Task Budget tab summarizes financial information for the task, including values drawn from work estimates, time entries, expense entries, and percent complete. This helps project managers understand how an individual task is performing against planned work, actual work, and budget-related values.

What Can You See On The Task Budget Tab?

The Task Budget tab gives project managers a task-level view of budget and performance information. Depending on your workspace configuration and enabled add-ons, this may include values related to:

• Estimated or planned work
• Actual time entered
• Expense information
• Percent complete
• Budget-related task totals
• Planned, actual, or performance-related financial values

This is helpful when you want to understand budget performance at the task level, rather than only reviewing totals at the project level.

When Should You Use The Task Budget Tab?

Use the Task Budget tab when you need to:

• Review budget information for a specific task
• Understand how task-level work contributes to project budget totals
• Compare task estimates with actual time or expense activity
• Review task performance before reporting at the project level
• Investigate which tasks may be affecting project budget performance

Not Seeing This Tab? Check Your Settings.

If you do not see the Budget tab, check your Project Budgeting add-on settings. Budget-related visibility depends on your workspace configuration and financial information settings.

To review the configuration, go to Admin > Your Add-ons > Project Budgeting add-on.

Common Questions

Who Can See The Task Budget Tab?

Project Managers can see the Budget tab on the detailed task view when the appropriate budgeting settings and financial visibility permissions are enabled.

Does The Task Budget Tab Show Project-Level Budget Totals?

The Task Budget tab focuses on budget information for an individual task. This task-level information can help explain the details behind broader project-level budget reporting.

Why Is The Task Budget Tab Useful?

The Task Budget tab helps project managers understand how individual tasks are contributing to the project’s overall budget performance. This can make it easier to identify where planned work, actual time, expenses, or percent complete may be affecting the budget.

In Short

The Task Budget tab gives project managers a task-level view of budget information in Project Insight. It helps connect task estimates, actual work, expenses, and percent complete to the broader project budget picture.