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BOSS*

Keep project costs in view while the work is moving.

Bring estimates, recorded time and expenses into the project review. See when the numbers call for a conversation before your team agrees to more work.

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A closer look at Project budgets

Illustrative records
BOSS*One connected workspace
Aqtos
OFFICEWORKPEOPLEMONEYTECH
WORK / Project budgets

Website launch budget

Example workspace
Estimated total$6,400 $400 over budget
$4,800 recorded$1,600 to finish
Website launch budget
CostRecordedExpected to finishTotal
Team effort$4,200$1,400$5,600
Project expenses$600$200$800
Agreed budget$6,000
Recorded cost$4,800
Estimated total$6,400
Aqtos
OFFICEWORKPEOPLEMONEYTECH
WORK / Project budgets

Website launch budget

Example workspace
Project budgetsDetails

Review the remaining scope

Planet Express · Website launch

Agreed budget
$6,000
Estimated total
$6,400
Difference
$400 over

Confirm which remaining tasks are essential, then agree the extra scope with the client.

Bring estimates, recorded time and expenses into the project review.Interactive illustration of BOSS*

Project budgets in your working day

Spot the conversation you need to have while the project is still moving.

A budget becomes useful when the team can compare it with the effort and costs being recorded. Keep those details together and review changes with the scope in front of you.

01

Agree a shared starting point

Record the scope, budget and expected effort before delivery.

02

Review recorded effort

Bring project time into the conversation as the work progresses.

03

Include the related costs

Consider expenses and billing records alongside project delivery.

Your AI agents, connected to BOSS*

Ask what is putting the budget under pressure.

Ask a supported agent to explain what needs attention, compare the available records or help with the next step. Access and supported actions follow your connection and permissions.

Try a conversation
BOSS*

Useful records, brought into the same question.

Access follows your role and permissions.
ClaudeBOSS* connected
Project budgets / Example conversation
You ask: We have recorded $4,800 and estimate $1,600 to finish. Compare that with our $6,000 project budget.
The estimated total is $6,400, or $400 over budget.
Comparison from the example records
Budget
6,000
Estimated total
6,400
Check the forecast
BudgetRecordedTo finishEstimated total
$6,000$4,800$1,600$6,400

Agree a scope change or additional budget before committing to the remaining work.

Illustrative answer from the records shown.
ClaudeBOSS* connected
Project budgets / Example conversation
You ask: Break down the estimated total into effort and expenses so we can discuss it with the project owner.
Team effort accounts for $5,600 of the estimated $6,400 total.
Explain the difference
CostRecordedRemaining
Team effort$4,200$1,400
Expenses$600$200

Check the remaining effort estimate first; it is the larger part of the unfinished cost.

Illustrative answer from the records shown.
ClaudeBOSS* connected
Project budgets / Example conversation
You ask: Draft a client message explaining the budget difference without committing us to extra work.
Here is a draft for your review.
Prepare the conversation
Current agreementDecision needed
$6,000 budgetReview $400 of additional estimated cost

Draft: Our current estimate to complete the launch is $6,400. Could we review the remaining scope together and agree how to handle the $400 difference? Nothing has been sent.

Illustrative answer from the records shown.

Illustrative conversations. Available records, actions and response formats depend on your AI client, connection and permissions.

See how it fits your team

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We’ll walk through the details with you, from the first record to the next action.

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“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform.”

Momir PolenakovikjOperations Manager, Synapse Aviation

A few useful details

Questions about project budgets

Explore the guides
Does tracking time tell us whether a project is profitable?

Time is one input. Profitability also depends on revenue, costs, rates and how your business allocates them. Check the financial records and your reporting requirements before treating an hours indicator as profit.

Can we manage invoices and expenses alongside projects?

Aqtos includes invoicing and expense workflows in the same business workspace. Confirm the project linking and reporting you need with a real example during the trial.

Is this useful for agencies and consultancies?

It is particularly relevant when the team delivers client work with limited time or an agreed budget. See the agency and consulting workflows.

Where should we start?

Choose one active project, agree a realistic baseline and begin recording time consistently. Review the results with the people responsible for delivery and billing.

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  • Projects, people and finances together
  • Up to 100 users on Pro
  • Works with connected AI tools