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Specifying the Project Budget

Overview

All account users (except for external users and collaborators) who have Manager access to financial details can specify the project budget unless their access role restricts it.

You need to specify the budget for each of your projects to be able to track the projects’ financial progress.

Tip

You can import the budget data into Wrike via Excel import.

Specify the project budget

You can specify the budget in two places:

  1. In the project creation window:

    1. Start creating a project.

    2. Fill in the Budget field.

  2. From the Table view:

    1. Navigate to the relevant project.

    2. Switch to the Table view.

    3. Locate the Budget column.

    4. Fill in the cell.

      Note

      You might need to add the financial fields to the view first. Click the gear icon in the upper-left corner of the table and click the checkbox next to the Finance field section.

Tip

To calculate the remaining budget, create a calculated custom field using the formulas “[Budget] - [Actual fees]” or “[Budget] - [Actual cost].”

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