How-to set up a project budget

With this guide you will learn how to activate budgeting for a project and create your first budget line.

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Before you start

In order to be able to follow this quickstart guide you need to have an organization in RevasOS, be a contributor with the Budget Admin role, and have at least one project already created. You can find more infos in the roles and permissions section.

Activate budgeting for a project

Budgeting is not enabled by default. You need to activate it before you can create budget lines or register expenses.

1. Open the Projects app from the RevasOS environment;
2. From the Dashboard, select the project you want to configure;
3. Select Budget lines from the left sidebar;
4. Click on Activate budgeting.

After activation, a default budget line called General expenses is created automatically.

Note

The General expenses budget line is a convenience default. For accurate financial monitoring, it is recommended to replace it with specific budget lines that reflect the actual cost categories of your project.

Budget line fields

When creating a budget line, you will be asked to fill in the following fields:

Field	Required	Description
Title	Yes	The name of the budget line. It will appear in the budget lines list and in expense views.
Start date	Yes	The date when the budget line period begins. Used to calculate budget health over time.
End date	Yes	The date when the budget line period ends.
Planned cost	Yes	The estimated cost for this budget line. Can be set to 0.
Planned price	Yes	The estimated price (revenue) for this budget line. Can be set to 0.
Description	No	An optional free-text description to provide context about what this budget line covers.

Create a budget line

1. From the project dashboard, select Budget lines from the left sidebar;
2. Click on + New budget line in the top-right corner;
3. Enter the Title of the budget line;
4. Insert the Start date and End date for the budget line period;
5. Enter the Planned cost and Planned price;
6. Optionally, add a Description;
7. Click Save.

The new budget line will appear in the Budget lines view of the project.

Tip

Adding a time frame to each budget line allows RevasOS to show more accurate budget health indicators. Budget lines outside their active period will not affect the overall project budget status.

What's next

Once budget lines are in place, you can start tracking expenses and revenues:

• Create a new expense — register expenses against budget lines.
• Manage a project's budget — full guide on budgeting, expenses, and revenues.
• Understanding budget lines — learn how budget lines work in RevasOS.