Budget tracking


#1

Hi Everyone,

I want to be able to track expenses for a project - budget vs actual. Anyone have any suggestions? I created a custom field for budget, but that isn’t allowing what I really want.
thanks


#2

Hi Deb,

I don’t do actual budgeting in Asana but I do something similar that may point you in the right direction. I keep track of client fees by creating a task called “Total Fee” in each project. Then I simply enter the fee amount in the description box. I run periodic reports by running an advanced search for tasks called “Total Fee” over a given date range then I output the results to a CSV file. I then open the CSV file in Excel and manipulate the data as I see fit. You could do something similar by creating a "Budget " task with custom fields for budget and actual figures. Good luck


#3

Hi there,

we have some good experience with everhour.com. They offer full Asana integration including budgets on project level that is rendered into Asana via Chrome plugin-in. Everhour is dedicated to time tracking but offer budgets and expenses as well.

Hope this helps,

Patrick
Asana Solutions Partner


#4

We do the same as @Ronald_Thornton - a custom field for Budget/Estimate, and a custom field for Actual - it’s a quick and easy export and formula to get what we want.