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Managing Project Budgets in SuiteProjects Pro

In this Power Up Series session, Ronn Breaux, CEO of Top Step, walks through practical ways to manage project budgets in SuiteProjects Pro—helping PMOs and project managers stay on track, maintain visibility, and protect project profitability. Projects often involve multiple budget types, including hours, dollars, and costs. In this video, you’ll learn how SuiteProjects Pro supports seven different budgeting approaches, and when to use each one based on your organization’s needs. What you’ll learn in this video: • How to manage simple project budget fields for hours and dollars • When to use transactional budgets for layered budgets and change orders • How to maintain budget history and auditability • Managing original SOW budgets vs. change orders • Integrating budgets from CRM or Salesforce • Using cost budgets to track labor, expenses, purchases, and vendor bills • Comparing actuals vs. budgets at the project, phase, and task level This session also covers the pros and cons of each budgeting method so you can choose the right approach for your projects—whether you need flexibility, audit trails, or detailed cost tracking.