Easily manage project budgets with the iOSXpert plugin Time&Budget. Time&Budget lets you define financial and/or time thresholds for Projects, Groups and Opportunities, so you can monitor your budgets with ease.
Time&Budget allows you to configure standard thresholds or individual thresholds for each Project, Group and Opportunity. This article describes how to configure default thresholds for new projects.
To set default thresholds for new projects, proceed as follows:
- Open the Daylite Settings and navigate to PluginCenter -> Time&Budget -> Preferences -> Budget Thresholds
- Activate Financial Thresholds and/or Time Thresholds values to define which threshold values shall get used for Daylite projects by default
- Define a unit (percentage % or hour h)
- Specify whether this applies to All Activities or only Billable Activities
- Use the plus button to add additional threshold values
- Rename the threshold values by double-clicking them (for example Threshold 1)
- Define a threshold value (for example 25%)
The created thresholds will now be automatically assigned to new Daylite projects.
Related articles
How do I define individual thresholds with Time&Budget?
How do I record times with Memtime and send these to Daylite?
🎬 Time&Budget basic configuration