Hey @Allison_Willis welcome to the Asana Community Forum
I would add a custom field for allocated budget and consumed budget. Then everybody working on a task can update that field so you will have an overview.
List view helps to allow you have an overview and calculate the sum easily + in the dashboard you can set up various graphs to monitor things too.
Here are some helpful links: (allocated and consumed)
Hi,
I’m setting up a new professional services company and so I’m starting with a fresh look at tools. I’ve never used Asana before but having a play around with it I like it, it’s got a good UI, it’s nice and simple you can customise it, easily integrate and there is a solid community.
The area’s I am struggling with at the moment, however, is project budgeting & forecasting as well as resource management or PPM. At a previous company, I helped they were using Smartsheet and Waterfall and I h…
I’m working with my nonprofit’s finance team to get them up and running in Asana. Unfortunately, I’m not having much luck finding Asana templates that we can model projects after.
Has anyone developed a custom template to help with their org’s budgeting process? A search on the community forum and google hasn’t come back with what I’m looking for. I’m less interested in actually tracking a budget in Asana, more so want to see an example of how to use Asana to track an annual budgeting process (…
Hello @Matt5 ,
here is one scenario I can think of:
Create one project where you list all your client jobs. You can have one section where you list the main tasks of all clients (the main tasks with the subtasks that you need)
Definitely create a template task as well in case you don’t have it already (In my screenshot it shows as task in the board but to make it as template follow these steps: How to use task templates in Asana. • Asana Product Guide
[Screenshot_5784]
Now every subtask is …
Does that help?
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