Budgets Tool

Overview

The Budgets tool allows teams to create and manage financial budgets linked to companies, projects, or deals. Budgets contain ordered line items with service type, task, quantity, and unit price fields. Changes are tracked via a full history log, and budgets integrate with the Invoices tool to track financial progress.

Features

• Budget management — Create, edit, and delete budgets with status tracking (draft, active, completed, etc.)
• Line items — Add, reorder, and update individual budget lines with service type, task, quantity, and unit price
• Multi-currency — Set currency per budget
• Company & owner linking — Associate budgets with a company and assign an owner
• History log — All budget changes are logged for audit trail
• Invoices integration — Invoices can be linked to a budget to track amounts billed

Permissions

Level	View	Create/Edit	Delete
Executive	All	Yes	Yes
Head	All	Yes	No
Manager	Yes	Yes	No
Lead / Employee	Yes	No	No

Key Files

• Route: src/routes/budgets.tsx / src/routes/budgets.lazy.tsx
• Page: src/components/budgets/budgets-page.tsx
• Detail: src/components/budgets/budget-detail-page.tsx
• API: worker/routes/budgets.ts

API Endpoints

Method	Path	Permission	Description
GET	/api/budgets	view	List all budgets
GET	/api/budgets/:id	view	Get budget with line items
POST	/api/budgets	update	Create a budget
PUT	/api/budgets/:id	update	Update a budget
DELETE	/api/budgets/:id	manage	Delete a budget
POST	/api/budgets/:id/line-items	update	Add a line item
PUT	/api/budgets/:id/line-items/reorder	update	Reorder line items
PUT	/api/budgets/:id/line-items/:itemId	update	Update a line item
DELETE	/api/budgets/:id/line-items/:itemId	update	Delete a line item

Related Tools

• Invoices — Invoices are linked to budgets for billing tracking
• Projects — Projects reference budgets for profitability calculations
• Time Tracking — Time entries can link to budgets