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Beebole’s budgets let you set targets for billing, costs, or hours on your projects and subprojects, and track progress against those targets in real time. Budgets help you spot overruns before they become problems.
Budgets are not included in every Beebole plan. Review your plan and add-ons on the Subscription page.

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Budget types

Each budget on a project has three target fields:
FieldWhat it tracksExample
Billing amountRevenue target”This project should generate €50,000”
Cost amountInternal cost limit”Don’t spend more than €30,000 on this project”
HoursTime allocation”This project has a 500-hour cap”
You can use any combination of these on the same budget.

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Setting up a budget

1

Open the project

Navigate to Projects and click the project you want to budget.
2

Open the Budgets panel

In the project’s detail panel, open the Budgets panel.
3

Add a budget

Click Add. Beebole creates the budget and opens it for editing.
4

Define the targets

Enter your targets in Billing amount, Cost amount, and Hours. Changes are saved automatically, and Beebole starts tracking progress against the budget immediately.

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Budget splits

For more detailed tracking, you can split a budget using its Type field:
  • Split by person — Allocate a portion of the budget to each team member, with its own billing amount, cost amount, and hours.
  • Split by project — Distribute the budget across projects from another category — for example, splitting a client’s budget across activities.
  • No split — One set of targets applies to the whole project.
Budget splits let you see not just whether the overall project is on track, but whether individual contributors or work streams are within their allocation.

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Monitoring budgets

Click Reports in the sidebar, then Budget Status, to track every budget in one place. The report shows a progress bar per project comparing the hours, billing, and cost actually logged against your targets, rolls subproject activity up the hierarchy, and flags budgets that are at risk or over budget. See Reports for the report’s filters and export options. Beebole also alerts you as a budget fills up:
  • When consumption passes the alert threshold (80% by default), Beebole sends a notification and shows an alert badge on the budget’s card in the Budgets panel.
  • When consumption reaches 100%, you get another notification and an Over budget badge.
Both are controlled by the Budget threshold alerts setting — including its When over budget option — in the Notifications panel. See Notifications. To clear a triggered badge, click its × (Reset alert).
Beebole tracks budget consumption in real time, but does not block time entries when a budget is exceeded. Use reports to monitor progress and take action proactively.

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Related content

Projects

Create and configure the projects where budgets are set and tracked.

Cost rates

Define cost rates that feed into cost budget calculations.

Reports

View detailed budget progress, consumption, and variance in custom reports.

Billing rates

Configure billing rates used in billing budget tracking.

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Frequently asked questions

Budgets are set on individual projects or subprojects. The Budget Status report rolls subproject consumption up the project hierarchy for a higher-level view.
Yes. Beebole sends a notification when a budget passes its alert threshold (80% by default) and another when it goes over budget — enable them with the Budget threshold alerts and When over budget options in your notification settings. Alert badges also appear on the budget itself, and the Budget Status report flags at-risk and over-budget projects.
Yes. You can update budget amounts at any time. Historical tracking is preserved — the report will reflect the current target.
Yes. Expense amounts contribute to a project’s budget consumption alongside time-based costs — controlled per expense type by its Impacts budget setting. See Expenses.