Basic budget and cost tracking features


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In the project, in the Start tab, in the Section group, click Budgets  to open the Budgets page. On this page, in the Edit tab you will find the following features of the budget list:

Budget list

Features on the Edit tab

Features on the View tab

Features on the Reports tab

Information rules in the budget list

Features in the context menu

The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon, such as New Planned Expense, New Planned Revenue, New Actual Expense, New Actual Revenue, Edit Budget, Delete Budget, Generate Actual Revenue, Copy and Paste, Choose Fields. It has also such features as Expand and Collapse All Groups, Status, where you can define whether the budget is Approved, Rejected or Open. Right-click in the budget list to open the context menu.

Keyboard shortcut

You have no read permissions, if the lock icon is displayed in the list. In this case no item will be displayed.