JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Gallery
Budget template
Share
Explore
Gallery
Budget template
Project budget template
[TEMPLATE] Your project
Budget Summary
Project budget template
Control costs and budget for tasks using this budget template
👉 Get started with this project budget template.
Copy this template
Copy this template get started and follow the instructions below.
How to use this project budget template in Coda
Step 1: Fill out basic project details
On the
[TEMPLATE] Your project
page, you’ll see some fields at the top of the page to fill out. These are high-level metadata about your project.
Step 2: Add or edit categories for your tasks
If your project has high-level categories or phases, you should edit them in the
Category
table. These categories show up in the
Itemized Budget
table.
When your categories are set up, click on the
Add
button in each category that you want to start adding items to in the main
Itemized Budget
table.
Step 3: Fill out project budget columns
The
Itemized Budget
table is the main place to fill out details for each line item (enter a dollar value in the
Budget and Actuals
column).
Step 4: View budget vs. actuals summary
On the
Budget Summary
page, you’ll get a bird’s eye view of your project budget, summary, and variance.
Gallery
Share
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.