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Project Management Budgeting

Tap into the financial health of any project with a single click and without the need to generate a report. At a glance, see where you are going over budget and track against targeted financial goals for Revenue, Budget and Profit - all in real-time.

Project Management Software for Marketing Agencies
Budget, Cost & Revenue

Budget, Cost & Revenue

Managing budget is a crucial part of any project. With Easy Projects you can quickly setup your Budget and the track it against Actual Cost.

Organizations or teams, which bill their external or internal clients, can take advantage of the Revenue and Profit tracking. We support both Fixed Cost as well as Time&Material models.

A number of additional metrics such as Cost Variance, Work in Progress, Estimated Budget Profitability, Upfront Billing Utilization and more are available for more advanced financial planning. Multiple currencies are supported for businesses operating in different countries.

Financial Targets

Ensure you’re hitting crucial financial milestones for your business by setting targets for Revenue, Budget and Profit.

No matter how you bill your clients, we've got you covered. You can set your billing type by flat-fee or time and materials. You choose what the project billing is based on, whether resource hourly rate, customer hourly rate, activity rate, rate cards and more.

Project Financial Overview

Uncovering the financial health of your project shouldn’t be a guessing game. It also shouldn’t require a report. This is why we created a “Financial Overview” for each of your projects. Metrics related to Profit, Labour Costs, Project Expenses and more are all at your fingertips.

Easy to read bar graphs plot “expected vs actual” for key financial categories such as labour costs, project billings and project expenses.

Custom Rate Cards

Do your billing rates vary from project to project? If so, rate cards are for you. Take the accuracy of your project financials to the next level by setting custom rate cards that reflect the unique roles, specialties and levels of expertise for each of your project teams.

Your billings will automatically update based on the rate cards you have assigned to each role within the team.

Expense Tracking

Project Managers can easily track both planned and actual expenses to build up their projected budget and estimated internal cost.

Expenses can be marked as “billable” in case a cost is charged to a client and as “billed” to indicate that the expense has been invoiced.

Project Billing

Your billing options are incredibly flexible. You can choose to charge your clients based on:

  • Resource (employee) hourly rate;
  • Project rate;
  • Customer rate;
  • Task rate (hourly or fixed cost);
  • Project Fixed cost.

Our Billing Report combined with powerful time tracking module ensures every minute and every project expense is accounted for.

 Project Billing

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