To access financial information, you must have the 'Access billing information' permission in your global role
Project-related financial information is entered and monitored on the Billing screen accessible at 
button in the top right of the Project Details section.
Billing settings
It contains the following fields and options:
| Field/Option | Description | Comments |
| Project currency | The currency unit used for billing within the project. | Text search is available to quickly spot the required currency. E.g. type 'pound' to bring up a list of 2 items to select from: British pound and Egyptian pound. |
| Project billing is based on | Six options are available:
|
Only one type of billing is available per project. |
| Total project budget | The overall budget of the project, including those of its activities. | - Not editable |
| Actual expenses | Actual expenses that you have on your project are entered here. See Adding expenses to learn more. | |
| Planned expenses | Expenses that you plan to have on your project are entered here. See Adding expenses to learn more. | |
| Payments | For adding payments, see Adding payments. | |
| Project billing metrics | This section contains various billing metrics. To learn more, see Project billing metrics. | |
| * The rate as set in the customer's details. See Creating customers for more details. | ||
To set the default currency unit you must have the Manage system settings permission.
Project billing settings are used to produce billing reports
Adding budget to a project
To add the budget to a project:
- Click on the project's name to access its details section.
- Click on the 'Set Budget' field.
- Type the amount of the project's budget.