Time & Budgets ten step video setup guide

Karbon's Time & Budgets functionality lets you estimate and track time to understand jobs that are on-budget, allocate resources, and reveal performance insights.

This step-by-step video guide outlines the ten steps to set up Time & Budgets in your account. Please note, to use Time & Budgets, you must have a Business or Enterprise subscription. If you need to upgrade your plan either contact us via chat on Help & Feedback or email us at billing@karbonhq.com.

Watch the ten videos below to learn hands-on how to setup Time & Budgets:

• Initial setup (3 min)

• User setup and permissions (2 min)

• Time administration (1 min)

• Billing rate setup (3 min)

• Task type customization (1 min)

• Set budgets on work templates (7 min)

• Add and track time on work (5 min)

• Suggested time entries (3 min)

• Submit and approve timesheets (2 min)

• Time and budget reporting (11 min)

Or watch the full 1 hour video end-to-end:

Further Reading:

• Overview of Time & Budgets

• Time & Budgets setup guide

• Creating time off of work and contacts

• What permissions do I get as a Time Administrator and ability to view dollar amounts?

• How can I submit a timesheet?