Manage a project's budget in RevasOS #

In the Budgeting section of the project-specific dashboard you can manage all the important aspects of the project-related budjet and register expenses and revenues, to keep track of the budget health as the project progresses.

Turn on budgeting functions for a project #

1. Select Budget lines from the left sidebar in the project-specific dashboard;
2. Click on Activate budgeting;

Create a budget line #

RevasOS allows you to create time specific budget lines to keep a project's budget health under control at all times. To create a budget line follow thse steps:

1. Select Budget lines from the project-specific dasboard;
2. Click on + New budget line in the top-right corner;
3. Insert the title and description of the new budget line;
4. Insert the time frame for the budget line;
5. Insert planned cost and price for the budget line;
6. Click Save;

The new budget line will be available in the Budget line view.

Manage expenses and revenues #

Add expenses **⭐️** #

Expenses in RevasOS can be divided into all the different budget lines of a project, this allows you to always keep up to date the budgeting status of the project. To add a new expense follow these steps:

1. Select Expenses and revenues form the left sidebar of the prject-specific dashboard;
2. Click on + New expense on the top-right corner;
3. Select the desired budget line form the drop-down menu;
4. Insert the desctiption of the expense and the value;
5. Click on Save;

Alternatively you can also add new expenses directly inside the budget line detailed view:

1. Select Budget lines from the project-specific dasboard;
2. Locate the budget line you want to add an expense to;
3. Click on the budget line's name;
4. click on the + New expense button on the top right corner;
5. Insert the desctiption of the expense and the value;
6. Click on Save;

This way you can quicly add more expenses all in the same budget line.

Add revenues #

Just like expenses, revenues in RevasOS can be divided into all the different budget lines of a project, allowing you to always keep the budgeting status of the project up to date. To add a new revenue follow these steps:

1. Open the Invoices app in your RevasOS environment;
2. Click on Sales in the left sidebar;
3. Click on New invoice;
4. Insert the details of the invoice;
5. Select the budget line in which the revenue should be calculated;
6. Click Save;