Budgets Settings Options in Administration

Introduction

This reference describes all available options under the Other settings tab in Administration > Budgets. These settings define how budget values, rates, and behavior are calculated and displayed across the system.

Target Audience

Administrator

Definition of Budget Settings Options

Prices and Rates

Name	Description
Amount is entered as	Choose whether amounts are entered with or without VAT, and whether total amount is included.
If showing only total amount, VAT is	Sets the default VAT percentage for automatic calculation.
For personnel costs use	Define whether to use internal, external, or both rates when calculating personnel costs.
Round values on list	If enabled, budget values shown in lists are rounded for easier reading.

Budget Settings

Name	Description
Count incomes and expenses using	Choose if values should include VAT or not.
Count personnel costs using	Defines whether internal or external rates are used in calculations.
Incomes will act as	Choose how incomes are listed and used – e.g., detailed list or total sum.
Expenses will act as	Choose how expenses are listed and used – e.g., detailed list or total sum.
Planned personnel costs are determined by	Define how system should estimate planned personnel costs (e.g., based on tasks without assignee).
Planned hourly rate	Set the default hourly rate and currency used for estimating personnel costs.

Other Settings

Name	Description
Count amounts from subprojects to total project budget	If enabled, subproject budgets are included in the total of the parent project.
Use travel costs	Enables the use of specific travel cost calculations.
Use travel expenses - reimbursements	Enables calculation of reimbursable travel expenses.
Travel cost - Price per unit	Sets the unit cost (e.g., per kilometer or mile) for travel.
Travel expense - Price per day	Sets the daily rate for travel-related expenses.
Distance unit	Choose the measurement unit (e.g., kilometers, miles) for travel cost calculations.
Use budgets on Campaigns	Enables budgeting at the campaign level.
Enable planned budgets	Allows entry and tracking of planned budgets.
Use budgets on milestones	Enables budgeting on project milestones.
Use budget on tasks	Enables budget tracking at the task level.
Use budget on opportunities	Enables budgets for CRM opportunities.

Mapping Fields

The right-hand section includes links for mapping values when copying between planned and real budget entries:

Mapping for Planned income to Real income
Mapping for Real income to Planned income
Mapping for Planned expense to Real expense
Mapping for Real expense to Planned expense

Each link opens a configuration page to manage how values are transferred between budget categories.

Usage Notes

Choose internal/external rates carefully to reflect actual cost structures.
Use "Round values on list" to improve clarity in reporting views.
Mapping fields are essential when budgets shift between projected and actual values.

Examples

Enabling travel reimbursements to reflect expense policies for mobile teams.
Applying budgets directly to tasks when granular cost tracking is required.