# Budgets & Forecasting {#budgets--forecasting}


Track project budgets and forecast financial performance.


## Project Budgets {#project-budgets}



### Setting a Budget {#setting-a-budget}


1. Open a project → **Settings** → **Budget**
2. Configure:
   - Budget type: Hours or Cost
   - Budget amount
   - Alert thresholds (50%, 75%, 90%, 100%)


### Budget Tracking {#budget-tracking}


| Metric          | Description                     |
| --------------- | ------------------------------- |
| Budget          | Total allocated amount          |
| Spent           | Used so far (hours or cost)     |
| Remaining       | Budget - Spent                  |
| Burn rate       | Average spending per day        |
| Projected total | Estimated total at current rate |


### Budget Alerts {#budget-alerts}


Notifications at configurable thresholds:

- 🟢 < 50% — On track
- 🟡 50-75% — Moderate usage
- 🟠 75-90% — High usage
- 🔴 > 90% — Near limit


## Revenue Forecasting {#revenue-forecasting}


| Report                | Insight                        |
| --------------------- | ------------------------------ |
| Monthly Revenue       | Trend over months              |
| Project Profitability | Revenue vs cost per project    |
| Client Revenue        | Revenue breakdown by client    |
| Employee Utilization  | Billable vs non-billable hours |
| Pipeline Forecast     | Expected revenue from deals    |


## Budget Types {#budget-types}


| Type        | Unit | Calculation           |
| ----------- | ---- | --------------------- |
| Hours-based | hrs  | Sum of time logged    |
| Cost-based  | $    | Hours × employee rate |
| Fixed price | $    | Against project value |


## Related Pages {#related-pages}


- [Project Management](https://sourcey-gauzy.pages.dev/features/project-management/index.md) — projects
- [Reports & Analytics](https://sourcey-gauzy.pages.dev/features/reports-and-analytics/index.md) — reporting
- [Accounting Overview](https://sourcey-gauzy.pages.dev/features/accounting-overview/index.md) — financial features