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How to add a new budget to the same project (multiple budgets in one project)

Add more budgets to one project, keep budget items apart, and create one quote from several budgets.

Written by Alexandra Gallisová

A project can have more than one budget, for example when the client orders additional work during the project. All budget items from all assigned budgets appear together in the project. Each budget can have several versions, but only one version of each budget can be assigned to the project at a time.

How to add a new budget to a project

  1. Open the project and go to the Budgets tab.

  2. Click + New budget. (Use this instead of creating a new version of an existing budget.)

  3. Create the budget, save it as Final and assign it to the project.

Things to keep in mind

Budget items with the same name are merged

If two budgets in the same project contain a budget item (blue row) with the same name, Allfred merges them into one item in the project and adds up their values. To keep them separate, make the names different, even by a single character, for example “Social media” and “Social media – extension”.

Name your budgets clearly

Rename each budget with the pencil icon, or add a description, so you can tell at a glance what each budget covers, for example “Main campaign” and “Extra video – March”.

Don’t add too many budgets to one project

Allfred isn’t designed for projects with dozens of budgets and a large number of items. A project like that can load slowly. There’s no fixed limit, but if you’re planning a large, year-long project, we recommend creating one project per month instead of one project with many budgets.

How to create one quote from several budgets

If a project has more than one budget, you can combine them into a single quote:

  1. In the project’s Budgets tab, select the budgets with the checkboxes.

  2. Click Create quote.

Allfred creates one PDF that contains all selected budgets. Each budget keeps its own header in the PDF.

💡 Every time you create a quote, a new one is added to the list of quotes. Existing quotes aren’t replaced.

FAQ

Why are items from two budgets merged into one in my project?
They have exactly the same name. Rename one of them, even slightly, to keep them separate.

Can I have two versions of the same budget assigned to a project?
No. Only one version of each budget can be assigned at a time. If you need both, create a new budget instead of a new version.

Is there a limit on the number of budgets in a project?
There’s no fixed limit, but many budgets with many items can slow the project down. For large, year-long work, use one project per month.

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